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Lenox Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lenox Wealth Management’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
2019
Q4 		– Sell
-137
Closed -$7K – 749
2019
Q3 		$7K Hold
137
– – ﹤0.01% 498
2019
Q2 		$8K Buy
+137
New +$7.94K ﹤0.01% 460

Other funds holding XMMO

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Lenox Wealth Management's XMMO Position: Q4 2019 in Review

Lenox Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2019, closing a stake of 137 shares — an estimated $7K sold.

Lenox Wealth Management first reported a position in XMMO in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 104 funds tracked by Wall St. Rank hold XMMO as of Q4 2019.

  • Lenox Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 137 Invesco S&P MidCap Momentum ETF shares in Q4 2019, an estimated $7K.
  • Lenox Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and held it in 2 quarters.
  • Lenox Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $8K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.