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Heritage Wealth Management (Arizona)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$6.48K Buy
86
+43
+100% +$3.3K ﹤0.01% 844
2022
Q3 		$3K Hold
43
– – ﹤0.01% 850
2022
Q2 		$3.06K Sell
43
-155
-78% -$12.4K ﹤0.01% 835
2022
Q1 		$17K Buy
+198
New +$16.9K ﹤0.01% 628
2021
Q3 		$43K Sell
510
-1,220
-71% -$104K 0.02% 471
2021
Q2 		$148K Sell
1,730
-570
-25% -$47.9K 0.06% 271
2021
Q1 		$193K Buy
+2,300
New +$191K 0.11% 168

Other funds holding XMMO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return