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Moors & Cabot’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Moors & Cabot’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
Q3 		– Sell
-2,580
Closed -$221K – 927
2021
Q2 		$221K Hold
2,580
– – 0.02% 700
2021
Q1 		$215K Buy
+2,580
New +$214K 0.02% 659

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moors & Cabot's XMMO Position: Q3 2021 in Review

Moors & Cabot sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2021, closing a stake of 2,580 shares — an estimated $221K sold.

Moors & Cabot first reported a position in XMMO in Q1 2021 and held it in 2 quarters. The position peaked at $221K in Q2 2021. 128 funds tracked by Wall St. Rank hold XMMO as of Q3 2021.

  • Moors & Cabot reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Moors & Cabot sold 2,580 Invesco S&P MidCap Momentum ETF shares in Q3 2021, an estimated $221K.
  • Moors & Cabot first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and held it in 2 quarters.
  • Moors & Cabot's Invesco S&P MidCap Momentum ETF position peaked at $221K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2021.

Based on Moors & Cabot's 13F filing for Q3 2021, filed 5 Nov 2021.