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Pasadena Private Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pasadena Private Wealth’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
2025
Q1 		– Sell
-43,368
Closed -$5.36M – 208
2024
Q4 		$5.36M Buy
+43,368
New +$5.5M 1.1% 20

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pasadena Private Wealth's XMMO Position: Q1 2025 in Review

Pasadena Private Wealth sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2025, closing a stake of 43,368 shares — an estimated $5.36M sold.

Pasadena Private Wealth first reported a position in XMMO in Q4 2024 and held it in 1 quarter. The position peaked at $5.36M in Q4 2024. 335 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

  • Pasadena Private Wealth reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Pasadena Private Wealth sold 43,368 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $5.36M.
  • Pasadena Private Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Pasadena Private Wealth's Invesco S&P MidCap Momentum ETF position peaked at $5.36M in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Pasadena Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.