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Pittenger & Anderson Inc’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Pittenger & Anderson Inc’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$5.17K – 478
2024
Q2 		$5.17K Buy
+100
New +$5.22K ﹤0.01% 400

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Pittenger & Anderson Inc sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2024, closing a stake of 100 shares — an estimated $5.17K sold.

Pittenger & Anderson Inc first reported a position in XMVM in Q2 2024 and held it in 1 quarter. The position peaked at $5.17K in Q2 2024. 63 funds tracked by Wall St. Rank hold XMVM as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 100 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2024, an estimated $5.17K.
  • Pittenger & Anderson Inc first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Invesco S&P MidCap Value with Momentum ETF position peaked at $5.17K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2024.

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