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Karp Capital Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Karp Capital Management’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-546
Closed -$15K – 391
2018
Q4 		$15K Buy
+546
New +$16.3K 0.01% 247

Other funds holding XMVM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Karp Capital Management's XMVM Position: Q1 2019 in Review

Karp Capital Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2019, closing a stake of 546 shares — an estimated $15K sold.

Karp Capital Management first reported a position in XMVM in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 26 funds tracked by Wall St. Rank hold XMVM as of Q1 2019.

  • Karp Capital Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 546 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2019, an estimated $15K.
  • Karp Capital Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $15K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.