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Lee, Danner & Bass’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,450
Closed -$179K – 726
2024
Q4 		$179K Buy
+1,450
New +$184K 0.01% 228

Other funds holding XMMO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lee, Danner & Bass's XMMO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2025, closing a stake of 1,450 shares — an estimated $179K sold.

Lee, Danner & Bass first reported a position in XMMO in Q4 2024 and held it in 1 quarter. The position peaked at $179K in Q4 2024. 333 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,450 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $179K.
  • Lee, Danner & Bass first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Invesco S&P MidCap Momentum ETF position peaked at $179K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.