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

Nations 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
2023
Q2 		– Sell
-2,809
Closed -$212K – 646
2023
Q1 		$212K Hold
2,809
– – 0.02% 562
2022
Q4 		$212K Buy
+2,809
New +$216K 0.02% 553

Other funds holding XMMO

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nations Financial Group's XMMO Position: Q2 2023 in Review

Nations Financial Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2023, closing a stake of 2,809 shares — an estimated $212K sold.

Nations Financial Group first reported a position in XMMO in Q4 2022 and held it in 2 quarters. The position peaked at $212K in Q1 2023. 154 funds tracked by Wall St. Rank hold XMMO as of Q2 2023.

  • Nations Financial Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 2,809 Invesco S&P MidCap Momentum ETF shares in Q2 2023, an estimated $212K.
  • Nations Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Nations Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $212K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.