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

Integrated Advisors Network’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 Q3	–	Sell	-2,730	Closed	-$217K	–	702
2023 Q2	$217K	Buy	2,730 +41	+2%	+$3.09K	0.01%	615
2023 Q1	$203K	Sell	2,689 -2	-0.1%	-$153	0.01%	627
2022 Q4	$203K	Buy	+2,691	New	+$207K	0.01%	590
2022 Q3	–	Sell	-3,002	Closed	-$214K	–	703
2022 Q2	$214K	Sell	3,002 -50	-2%	-$3.99K	0.01%	607
2022 Q1	$263K	Sell	3,052 -50	-2%	-$4.26K	0.02%	574
2021 Q4	$282K	Buy	3,102 +137	+5%	+$12.4K	0.02%	541
2021 Q3	$249K	Sell	2,965 -248	-8%	-$21.2K	0.02%	545
2021 Q2	$275K	Buy	3,213 +55	+2%	+$4.62K	0.02%	500
2021 Q1	$265K	Buy	+3,158	New	+$262K	0.02%	461

Other funds holding XMMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Integrated Advisors Network's XMMO Position: Q3 2023 in Review

Integrated Advisors Network sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2023, closing a stake of 2,730 shares — an estimated $217K sold.

Integrated Advisors Network first reported a position in XMMO in Q1 2021 and held it in 9 quarters. The position peaked at $282K in Q4 2021. 156 funds tracked by Wall St. Rank hold XMMO as of Q3 2023.

Integrated Advisors Network reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
Integrated Advisors Network sold 2,730 Invesco S&P MidCap Momentum ETF shares in Q3 2023, an estimated $217K.
Integrated Advisors Network first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and held it in 9 quarters.
Integrated Advisors Network's Invesco S&P MidCap Momentum ETF position peaked at $282K in Q4 2021.
156 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2023.

Based on Integrated Advisors Network's 13F filing for Q3 2023, filed 16 Nov 2023.