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Legacy Capital Group California’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Legacy Capital Group 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
2024
Q3 		– Sell
-2,486
Closed -$283K – 357
2024
Q2 		$283K Buy
2,486
+532
+27% +$60.1K 0.1% 234
2024
Q1 		$224K Buy
+1,954
New +$198K 0.08% 282

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy Capital Group California's XMMO Position: Q3 2024 in Review

Legacy Capital Group California sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 2,486 shares — an estimated $283K sold.

Legacy Capital Group California first reported a position in XMMO in Q1 2024 and held it in 2 quarters. The position peaked at $283K in Q2 2024. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

  • Legacy Capital Group California reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 2,486 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $283K.
  • Legacy Capital Group California first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 2 quarters.
  • Legacy Capital Group California's Invesco S&P MidCap Momentum ETF position peaked at $283K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.