Golden State Equity Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Golden State Equity Partners’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold	0	–	–	–	812
2021 Q2	–	Sell	-41,489	Closed	-$3.48M	–	287
2021 Q1	$3.48M	Buy	41,489 +21,502	+108%	+$1.79M	1.98%	9
2020 Q4	$1.56M	Buy	+19,987	New	+$1.45M	1.08%	22

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Golden State Equity Partners's XMMO Position: Q3 2024 in Review

Golden State Equity Partners held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2024 at 0 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Golden State Equity Partners first reported a position in XMMO in Q4 2020 and has held it in 2 quarters since. The position peaked at $3.48M in Q1 2021. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

Golden State Equity Partners held 0 shares of Invesco S&P MidCap Momentum ETF worth $14 as of Q3 2024.
Golden State Equity Partners left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2024.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2024, its #812 holding.
Golden State Equity Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 2 quarters since.
Golden State Equity Partners's Invesco S&P MidCap Momentum ETF position peaked at $3.48M in Q1 2021.
261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Golden State Equity Partners's 13F filing for Q3 2024, filed 25 Oct 2024.