Kaizen Financial Strategies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Kaizen Financial Strategies’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 Q3	–	Sell	-2,996	Closed	-$213K	–	139
2022 Q2	$213K	Sell	2,996 -486	-14%	-$38.8K	0.21%	112
2022 Q1	$301K	Buy	3,482 +63	+2%	+$5.37K	0.24%	103
2021 Q4	$311K	Buy	3,419 +14	+0.4%	+$1.27K	0.23%	99
2021 Q3	$286K	Buy	+3,405	New	+$292K	0.23%	107

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Kaizen Financial Strategies's XMMO Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2022, closing a stake of 2,996 shares — an estimated $213K sold.

Kaizen Financial Strategies first reported a position in XMMO in Q3 2021 and held it in 4 quarters. The position peaked at $311K in Q4 2021. 144 funds tracked by Wall St. Rank hold XMMO as of Q3 2022.

Kaizen Financial Strategies reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 2,996 Invesco S&P MidCap Momentum ETF shares in Q3 2022, an estimated $213K.
Kaizen Financial Strategies first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and held it in 4 quarters.
Kaizen Financial Strategies's Invesco S&P MidCap Momentum ETF position peaked at $311K in Q4 2021.
144 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.