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Jacobi Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Jacobi Capital Management’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
Q4 		– Sell
-154
Closed -$13K – 1353
2021
Q3 		$13K Buy
+154
New +$13.2K ﹤0.01% 996

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

Jacobi Capital Management's XMMO Position: Q4 2021 in Review

Jacobi Capital Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2021, closing a stake of 154 shares — an estimated $13K sold.

Jacobi Capital Management first reported a position in XMMO in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 147 funds tracked by Wall St. Rank hold XMMO as of Q4 2021.

  • Jacobi Capital Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 154 Invesco S&P MidCap Momentum ETF shares in Q4 2021, an estimated $13K.
  • Jacobi Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Invesco S&P MidCap Momentum ETF position peaked at $13K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.