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Great Diamond Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Great Diamond 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
2020
Q1 		– Sell
-632
Closed -$38K – 615
2019
Q4 		$38K Buy
+632
New +$37.5K 0.01% 348

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Great Diamond Partners's XMMO Position: Q1 2020 in Review

Great Diamond Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2020, closing a stake of 632 shares — an estimated $38K sold.

Great Diamond Partners first reported a position in XMMO in Q4 2019 and held it in 1 quarter. The position peaked at $38K in Q4 2019. 95 funds tracked by Wall St. Rank hold XMMO as of Q1 2020.

  • Great Diamond Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 632 Invesco S&P MidCap Momentum ETF shares in Q1 2020, an estimated $38K.
  • Great Diamond Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Invesco S&P MidCap Momentum ETF position peaked at $38K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.