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Pittenger & Anderson Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pittenger & Anderson Inc’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
2024
Q3 		– Sell
-72
Closed -$8.21K – 477
2024
Q2 		$8.21K Buy
+72
New +$8.13K ﹤0.01% 375

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pittenger & Anderson Inc's XMMO Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 72 shares — an estimated $8.21K sold.

Pittenger & Anderson Inc first reported a position in XMMO in Q2 2024 and held it in 1 quarter. The position peaked at $8.21K in Q2 2024. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 72 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $8.21K.
  • Pittenger & Anderson Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Invesco S&P MidCap Momentum ETF position peaked at $8.21K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.