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

Next 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 Q4	$573K	Sell	6,297 -187	-3%	-$16.9K	0.04%	487
2021 Q3	$546K	Buy	6,484 +533	+9%	+$45.6K	0.04%	430
2021 Q2	$510K	Buy	5,951 +267	+5%	+$22.4K	0.04%	458
2021 Q1	$476K	Sell	5,684 -125	-2%	-$10.4K	0.04%	443
2020 Q4	$455K	Sell	5,809 -550	-9%	-$39.8K	0.04%	406
2020 Q3	$421K	Buy	+6,359	New	+$407K	0.05%	376
2020 Q2	–	Sell	-2,502	Closed	-$123K	–	1908
2020 Q1	$123K	Sell	2,502 -8,148	-77%	-$476K	0.02%	696
2019 Q4	$651K	Sell	10,650 -697	-6%	-$41.4K	0.07%	310
2019 Q3	$661K	Sell	11,347 -140	-1%	-$8.23K	0.07%	302
2019 Q2	$676K	Buy	+11,487	New	+$665K	0.07%	285

Other funds holding XMMO

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

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

RJFSA

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

Next Financial Group's XMMO Position: Q4 2021 in Review

Next Financial Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.9% in Q4 2021, selling an estimated $16.9K and leaving 6,297 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #487.

Next Financial Group first reported a position in XMMO in Q2 2019 and has held it in 10 quarters since. The position peaked at $676K in Q2 2019. 147 funds tracked by Wall St. Rank hold XMMO as of Q4 2021.

Next Financial Group held 6,297 shares of Invesco S&P MidCap Momentum ETF worth $573K as of Q4 2021.
Next Financial Group sold 187 Invesco S&P MidCap Momentum ETF shares in Q4 2021, an estimated $16.9K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #487 holding.
Next Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $676K in Q2 2019.
147 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.