Lloyd Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lloyd Advisory Services’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 Q1	–	Sell	-21	Closed	-$2K	–	417
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	323
2020 Q3	$1K	Sell	21 -22,389	-100%	-$1.43M	﹤0.01%	317
2020 Q2	$1.33M	Buy	+22,410	New	+$1.25M	0.84%	16

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

RJFSA

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

VCM

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

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

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Lloyd Advisory Services's XMMO Position: Q1 2021 in Review

Lloyd Advisory Services sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2021, closing a stake of 21 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in XMMO in Q2 2020 and held it in 3 quarters. The position peaked at $1.33M in Q2 2020. 123 funds tracked by Wall St. Rank hold XMMO as of Q1 2021.

Lloyd Advisory Services reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
Lloyd Advisory Services sold 21 Invesco S&P MidCap Momentum ETF shares in Q1 2021, an estimated $2K.
Lloyd Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and held it in 3 quarters.
Lloyd Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $1.33M in Q2 2020.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2021.

Based on Lloyd Advisory Services's 13F filing for Q1 2021, filed 4 May 2021.