Koshinski Asset Management
XMVM icon

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

Koshinski Asset 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
2022
Q2 		– Sell
-400
Closed -$19.3K – 1989
2022
Q1 		$19.3K Hold
400
– – ﹤0.01% 1423
2021
Q4 		$19.5K Hold
400
– – ﹤0.01% 1454
2021
Q3 		$17.9K Buy
+400
New +$18.2K ﹤0.01% 1493

Other funds holding XMVM

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Koshinski Asset Management's XMVM Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2022, closing a stake of 400 shares — an estimated $19.3K sold.

Koshinski Asset Management first reported a position in XMVM in Q3 2021 and held it in 3 quarters. The position peaked at $19.5K in Q4 2021. 62 funds tracked by Wall St. Rank hold XMVM as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 400 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2022, an estimated $19.3K.
  • Koshinski Asset Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $19.5K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.