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

Insight 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
2023
Q1 		– Sell
-3,347
Closed -$248K – 334
2022
Q4 		$248K Sell
3,347
-155
-4% -$11.9K 0.09% 269
2022
Q3 		$244K Sell
3,502
-555
-14% -$42.5K 0.1% 239
2022
Q2 		$317K Sell
4,057
-2,596
-39% -$207K 0.11% 222
2022
Q1 		$574K Sell
6,653
-3,344
-33% -$285K 0.17% 152
2021
Q4 		$909K Sell
9,997
-4,305
-30% -$390K 0.27% 97
2021
Q3 		$1.36M Sell
14,302
-3,824
-21% -$327K 0.41% 60
2021
Q2 		$1.55M Sell
18,126
-625
-3% -$52.5K 0.49% 50
2021
Q1 		$1.6M Buy
18,751
+23
+0.1% +$1.91K 0.51% 47
2020
Q4 		$1.47M Buy
+18,728
New +$1.36M 0.55% 51

Other funds holding XMMO

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return