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Portfolio Strategies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Portfolio Strategies’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
Q3 		– Sell
-5,264
Closed -$451K – 60
2021
Q2 		$451K Hold
5,264
– – 0.09% 41
2021
Q1 		$441K Hold
5,264
– – 0.09% 50
2020
Q4 		$412K Sell
5,264
-6
-0.1% -$434 0.08% 42
2020
Q3 		$349K Sell
5,270
-66
-1% -$4.23K 0.1% 40
2020
Q2 		$316K Sell
5,336
-36,230
-87% -$2.02M 0.11% 38
2020
Q1 		$201K Sell
41,566
-90,610
-69% -$5.29M 0.12% 37
2019
Q4 		$8.08M Sell
132,176
-2,452
-2% -$145K 3.71% 10
2019
Q3 		$7.84M Sell
134,628
-2,016
-1% -$119K 4.02% 11
2019
Q2 		$8.04M Sell
136,644
-1,118
-0.8% -$64.8K 5.3% 6
2019
Q1 		$7.79M Sell
137,762
-3,012
-2% -$158K 6.16% 4
2018
Q4 		$6.33M Sell
140,774
-2,129
-1% -$102K 5.5% 7
2018
Q3 		$7.82M Buy
142,903
+5,224
+4% +$274K 4.57% 9
2018
Q2 		$6.74M Buy
+137,679
New +$6.6M 4.48% 8

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Portfolio Strategies's XMMO Position: Q3 2021 in Review

Portfolio Strategies sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2021, closing a stake of 5,264 shares — an estimated $451K sold.

Portfolio Strategies first reported a position in XMMO in Q2 2018 and held it in 13 quarters. The position peaked at $8.08M in Q4 2019. 128 funds tracked by Wall St. Rank hold XMMO as of Q3 2021.

  • Portfolio Strategies reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Portfolio Strategies sold 5,264 Invesco S&P MidCap Momentum ETF shares in Q3 2021, an estimated $451K.
  • Portfolio Strategies first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and held it in 13 quarters.
  • Portfolio Strategies's Invesco S&P MidCap Momentum ETF position peaked at $8.08M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2021.

Based on Portfolio Strategies's 13F filing for Q3 2021, filed 4 Nov 2021.