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New England Private Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

New England Private Wealth Advisors’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
Q1 		– Sell
-42,795
Closed -$1K – 109
2021
Q4 		$1K Buy
+42,795
New +$3.88M ﹤0.01% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

New England Private Wealth Advisors's XMMO Position: Q1 2022 in Review

New England Private Wealth Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2022, closing a stake of 42,795 shares — an estimated $1K sold.

New England Private Wealth Advisors first reported a position in XMMO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 140 funds tracked by Wall St. Rank hold XMMO as of Q1 2022.

  • New England Private Wealth Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • New England Private Wealth Advisors sold 42,795 Invesco S&P MidCap Momentum ETF shares in Q1 2022, an estimated $1K.
  • New England Private Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and held it in 1 quarter.
  • New England Private Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $1K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2022.

Based on New England Private Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.