Princeton Global Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Princeton Global Asset Management’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 Q4	–	Sell	-88	Closed	-$7K	–	546
2021 Q3	$7K	Sell	88 -322	-79%	-$27.6K	﹤0.01%	432
2021 Q2	$35K	Buy	+410	New	+$34.4K	0.01%	280
2019 Q2	–	Sell	-700	Closed	-$39K	–	420
2019 Q1	$39K	Buy	+700	New	+$36.8K	0.03%	208

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

RJFSA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

Princeton Global Asset Management's XMMO Position: Q4 2021 in Review

Princeton Global Asset Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2021, closing a stake of 88 shares — an estimated $7K sold.

Princeton Global Asset Management first reported a position in XMMO in Q1 2019 and held it in 3 quarters. The position peaked at $39K in Q1 2019. 147 funds tracked by Wall St. Rank hold XMMO as of Q4 2021.

Princeton Global Asset Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2021 after selling out during the quarter.
Princeton Global Asset Management sold 88 Invesco S&P MidCap Momentum ETF shares in Q4 2021, an estimated $7K.
Princeton Global Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 3 quarters.
Princeton Global Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $39K in Q1 2019.
147 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2021.

Based on Princeton Global Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.