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MJP Associates’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

MJP Associates’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,550
Closed -$1.08M – 155
2022
Q4 		$1.08M Buy
+24,550
New +$1.08M 0.32% 41

Other funds holding XMVM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MJP Associates's XMVM Position: Q1 2023 in Review

MJP Associates sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2023, closing a stake of 24,550 shares — an estimated $1.08M sold.

MJP Associates first reported a position in XMVM in Q4 2022 and held it in 1 quarter. The position peaked at $1.08M in Q4 2022. 59 funds tracked by Wall St. Rank hold XMVM as of Q1 2023.

  • MJP Associates reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • MJP Associates sold 24,550 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2023, an estimated $1.08M.
  • MJP Associates first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2022 and held it in 1 quarter.
  • MJP Associates's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.08M in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2023.

Based on MJP Associates's 13F filing for Q1 2023, filed 18 Apr 2023.