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Private Capital Management (Colorado)’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Private Capital Management (Colorado)’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
Q2 		– Sell
-5
Closed -$272 – 273
2024
Q1 		$272 Buy
+5
New +$252 ﹤0.01% 258

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Capital Management (Colorado)'s XMVM Position: Q2 2024 in Review

Private Capital Management (Colorado) sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2024, closing a stake of 5 shares — an estimated $272 sold.

Private Capital Management (Colorado) first reported a position in XMVM in Q1 2024 and held it in 1 quarter. The position peaked at $272 in Q1 2024. 64 funds tracked by Wall St. Rank hold XMVM as of Q2 2024.

  • Private Capital Management (Colorado) reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 5 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2024, an estimated $272.
  • Private Capital Management (Colorado) first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s Invesco S&P MidCap Value with Momentum ETF position peaked at $272 in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2024, filed 18 Jul 2024.