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Golden State Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Golden State Wealth Management’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
2026
Q1 		$31.3K Hold
216
– – ﹤0.01% 805
2025
Q4 		$29.9K Hold
216
– – ﹤0.01% 821
2025
Q3 		$29.2K Hold
216
– – ﹤0.01% 819
2025
Q2 		$27.8K Buy
+216
New +$25.8K ﹤0.01% 797
2025
Q1 		– Sell
-55
Closed -$6.79K – 1647
2024
Q4 		$6.79K Buy
+55
New +$6.98K ﹤0.01% 1052
2022
Q1 		$3.59M Buy
41,589
+13,645
+49% +$1.16M 0.7% 28
2021
Q4 		$2.54M Buy
27,944
+1,657
+6% +$150K 0.44% 43
2021
Q3 		$2.21M Buy
26,287
+1,035
+4% +$88.6K 0.48% 38
2021
Q2 		$2.16M Buy
+25,252
New +$2.12M 0.48% 38
2020
Q2 		– Sell
-77
Closed -$4K – 947
2020
Q1 		$4K Buy
+77
New +$4.49K ﹤0.01% 797

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return