Laurel Wealth Advisors (California)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-33,388	Closed	-$2.8M	–	515
2021 Q1	$2.8M	Sell	33,388 -12,262	-27%	-$1.02M	0.42%	55
2020 Q4	$3.57M	Buy	45,650 +4,215	+10%	+$305K	0.52%	45
2020 Q3	$2.74M	Buy	+41,435	New	+$2.65M	0.45%	54

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

VCM

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

RJFSA

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XMMO Position: Q2 2021 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2021, closing a stake of 33,388 shares — an estimated $2.8M sold.

Laurel Wealth Advisors (California) first reported a position in XMMO in Q3 2020 and held it in 3 quarters. The position peaked at $3.57M in Q4 2020. 130 funds tracked by Wall St. Rank hold XMMO as of Q2 2021.

Laurel Wealth Advisors (California) reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 33,388 Invesco S&P MidCap Momentum ETF shares in Q2 2021, an estimated $2.8M.
Laurel Wealth Advisors (California) first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s Invesco S&P MidCap Momentum ETF position peaked at $3.57M in Q4 2020.
130 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.