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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return