Provident Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Provident Wealth 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
2020 Q4	–	Sell	-135	Closed	-$9K	–	275
2020 Q3	$9K	Hold	135	–	–	0.01%	155
2020 Q2	$8K	Buy	+135	New	+$7.52K	0.01%	64

Other funds holding XMMO

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

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

VCM

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

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

Provident Wealth Management's XMMO Position: Q4 2020 in Review

Provident Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2020, closing a stake of 135 shares — an estimated $9K sold.

Provident Wealth Management first reported a position in XMMO in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 116 funds tracked by Wall St. Rank hold XMMO as of Q4 2020.

Provident Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2020 after selling out during the quarter.
Provident Wealth Management sold 135 Invesco S&P MidCap Momentum ETF shares in Q4 2020, an estimated $9K.
Provident Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and held it in 2 quarters.
Provident Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $9K in Q3 2020.
116 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.