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 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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Insight Advisors's XMMO Position: Q1 2023 in Review

Insight Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2023, closing a stake of 3,347 shares — an estimated $248K sold.

Insight Advisors first reported a position in XMMO in Q4 2020 and held it in 9 quarters. The position peaked at $1.6M in Q1 2021. 152 funds tracked by Wall St. Rank hold XMMO as of Q1 2023.

Insight Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
Insight Advisors sold 3,347 Invesco S&P MidCap Momentum ETF shares in Q1 2023, an estimated $248K.
Insight Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and held it in 9 quarters.
Insight Advisors's Invesco S&P MidCap Momentum ETF position peaked at $1.6M in Q1 2021.
152 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.