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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XMMO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 100% in Q4 2022, buying an estimated $3.3K and bringing the position to 86 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Heritage Wealth Management (Arizona) first reported a position in XMMO in Q1 2021 and has held it in 7 quarters since. The position peaked at $193K in Q1 2021. 159 funds tracked by Wall St. Rank hold XMMO as of Q4 2022.

Heritage Wealth Management (Arizona) held 86 shares of Invesco S&P MidCap Momentum ETF worth $6.48K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 43 Invesco S&P MidCap Momentum ETF shares in Q4 2022, an estimated $3.3K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #844 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Invesco S&P MidCap Momentum ETF position peaked at $193K in Q1 2021.
159 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.