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Moisand Fitzgerald Tamayo’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-100
Closed -$7K – 851
2022
Q3 		$7K Buy
+100
New +$7.65K ﹤0.01% 329

Other funds holding XMMO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XMMO Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2022, closing a stake of 100 shares — an estimated $7K sold.

Moisand Fitzgerald Tamayo first reported a position in XMMO in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 159 funds tracked by Wall St. Rank hold XMMO as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 100 Invesco S&P MidCap Momentum ETF shares in Q4 2022, an estimated $7K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Invesco S&P MidCap Momentum ETF position peaked at $7K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.