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Mariner Independent Advisor Network’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$1.6M Buy
22,968
+10,641
+86% +$814K 0.07% 287
2022
Q2 		$877K Buy
+12,327
New +$985K 0.04% 393

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Mariner Independent Advisor Network's XMMO Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 86% in Q3 2022, buying an estimated $814K and bringing the position to 22,968 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #287.

Mariner Independent Advisor Network first reported a position in XMMO in Q2 2022 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold XMMO as of Q3 2022.

  • Mariner Independent Advisor Network held 22,968 shares of Invesco S&P MidCap Momentum ETF worth $1.6M as of Q3 2022.
  • Mariner Independent Advisor Network bought 10,641 Invesco S&P MidCap Momentum ETF shares in Q3 2022, an estimated $814K.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #287 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2022 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.