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Planning Capital Management Corporation’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Planning Capital Management Corporation’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 		$121 Hold
1
– – ﹤0.01% 717
2024
Q2 		$114 Buy
+1
New +$113 ﹤0.01% 663

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 $424B AUM 22.94% 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 $2.16B AUM 28.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Planning Capital Management Corporation's XMMO Position: Q3 2024 in Review

Planning Capital Management Corporation held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2024 at 1 share worth $121. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Planning Capital Management Corporation first reported a position in XMMO in Q2 2024 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

  • Planning Capital Management Corporation held 1 share of Invesco S&P MidCap Momentum ETF worth $121 as of Q3 2024.
  • Planning Capital Management Corporation left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2024.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #717 holding.
  • Planning Capital Management Corporation first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 2 quarters since.
  • 261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.