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Monumental Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-8,016
Closed -$672K – 112
2021
Q1 		$672K Buy
+8,016
New +$666K 0.64% 28

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Monumental Financial Group's XMMO Position: Q2 2021 in Review

Monumental Financial Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2021, closing a stake of 8,016 shares — an estimated $672K sold.

Monumental Financial Group first reported a position in XMMO in Q1 2021 and held it in 1 quarter. The position peaked at $672K in Q1 2021. 130 funds tracked by Wall St. Rank hold XMMO as of Q2 2021.

  • Monumental Financial Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Monumental Financial Group sold 8,016 Invesco S&P MidCap Momentum ETF shares in Q2 2021, an estimated $672K.
  • Monumental Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Monumental Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $672K in Q1 2021.
  • 130 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2021.

Based on Monumental Financial Group's 13F filing for Q2 2021, filed 12 Aug 2021.