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Hoover Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$156K Hold
1,818
– – 0.03% 160
2021
Q1 		$150K Hold
1,818
– – 0.03% 155
2020
Q4 		$151K Buy
+1,818
New +$132K 0.04% 132

Other funds holding XMMO

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $44.6B AUM 28.94% 1-Year Est. Return

Hoover Financial Advisors's XMMO Position: Q2 2021 in Review

Hoover Financial Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2021 at 1,818 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #160.

Hoover Financial Advisors first reported a position in XMMO in Q4 2020 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold XMMO as of Q2 2021.

  • Hoover Financial Advisors held 1,818 shares of Invesco S&P MidCap Momentum ETF worth $156K as of Q2 2021.
  • Hoover Financial Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2021.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #160 holding.
  • Hoover Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.