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

Kalos 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 Q1	–	Sell	-5,055	Closed	-$438K	–	327
2020 Q4	$438K	Sell	5,055 -3,509	-41%	-$254K	0.19%	145
2020 Q3	$598K	Buy	8,564 +470	+6%	+$30.1K	0.27%	115
2020 Q2	$529K	Buy	8,094 +351	+5%	+$19.5K	0.22%	116
2020 Q1	$435K	Buy	+7,743	New	+$452K	0.19%	124

Other funds holding XMMO

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

RJFSA

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kalos Management's XMMO Position: Q1 2021 in Review

Kalos Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2021, closing a stake of 5,055 shares — an estimated $438K sold.

Kalos Management first reported a position in XMMO in Q1 2020 and held it in 4 quarters. The position peaked at $598K in Q3 2020. 123 funds tracked by Wall St. Rank hold XMMO as of Q1 2021.

Kalos Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
Kalos Management sold 5,055 Invesco S&P MidCap Momentum ETF shares in Q1 2021, an estimated $438K.
Kalos Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and held it in 4 quarters.
Kalos Management's Invesco S&P MidCap Momentum ETF position peaked at $598K in Q3 2020.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2021.

Based on Kalos Management's 13F filing for Q1 2021, filed 13 May 2021.