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Prime Capital Investment Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Prime Capital Investment Advisors’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
2020
Q2 		– Sell
-724
Closed -$16K – 536
2020
Q1 		$16K Buy
+724
New +$22.5K ﹤0.01% 374

Other funds holding XMVM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Prime Capital Investment Advisors's XMVM Position: Q2 2020 in Review

Prime Capital Investment Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2020, closing a stake of 724 shares — an estimated $16K sold.

Prime Capital Investment Advisors first reported a position in XMVM in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 24 funds tracked by Wall St. Rank hold XMVM as of Q2 2020.

  • Prime Capital Investment Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 724 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2020, an estimated $16K.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2020 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $16K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.