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

January Capital 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
2022
Q2 		$880K Hold
12,372
– – 0.78% 18
2022
Q1 		$880K Sell
12,372
-29,674
-71% -$2.53M 0.78% 18
2021
Q4 		$3.82M Buy
+42,046
New +$3.81M 3.04% 10

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

January Capital Advisors's XMMO Position: Q2 2022 in Review

January Capital Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2022 at 12,372 shares worth $880K. The position accounts for 0.78% of the portfolio, ranked #18.

January Capital Advisors first reported a position in XMMO in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.82M in Q4 2021. 139 funds tracked by Wall St. Rank hold XMMO as of Q2 2022.

  • January Capital Advisors held 12,372 shares of Invesco S&P MidCap Momentum ETF worth $880K as of Q2 2022.
  • January Capital Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2022.
  • Invesco S&P MidCap Momentum ETF made up 0.78% of January Capital Advisors's portfolio in Q2 2022, its #18 holding.
  • January Capital Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 3 quarters since.
  • January Capital Advisors's Invesco S&P MidCap Momentum ETF position peaked at $3.82M in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.