New England Investment & Retirement Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

New England Investment & Retirement 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
2020 Q2	–	Sell	-18,366	Closed	-$902K	–	218
2020 Q1	$902K	Buy	18,366 +588	+3%	+$34.3K	0.38%	30
2019 Q4	$1.09M	Buy	17,778 +961	+6%	+$57K	0.37%	34
2019 Q3	$980K	Sell	16,817 -219	-1%	-$12.9K	0.41%	28
2019 Q2	$1M	Buy	+17,036	New	+$987K	0.41%	31

Other funds holding XMMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Investment & Retirement Group's XMMO Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2020, closing a stake of 18,366 shares — an estimated $902K sold.

New England Investment & Retirement Group first reported a position in XMMO in Q2 2019 and held it in 4 quarters. The position peaked at $1.09M in Q4 2019. 93 funds tracked by Wall St. Rank hold XMMO as of Q2 2020.

New England Investment & Retirement Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2020 after selling out during the quarter.
New England Investment & Retirement Group sold 18,366 Invesco S&P MidCap Momentum ETF shares in Q2 2020, an estimated $902K.
New England Investment & Retirement Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and held it in 4 quarters.
New England Investment & Retirement Group's Invesco S&P MidCap Momentum ETF position peaked at $1.09M in Q4 2019.
93 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.