Prudential Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Prudential Financial’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
2024 Q4	–	Sell	-118,906	Closed	-$14.3M	–	2777
2024 Q3	$14.3M	Buy	118,906 +95,954	+418%	+$11.1M	0.02%	545
2024 Q2	$2.62M	Sell	22,952 -130	-0.6%	-$14.7K	﹤0.01%	1274
2024 Q1	$2.65M	Buy	23,082 +15,643	+210%	+$1.59M	﹤0.01%	1276
2023 Q4	$668K	Buy	7,439 +3,163	+74%	+$260K	﹤0.01%	2009
2023 Q3	$344K	Buy	4,276 +653	+18%	+$53.1K	﹤0.01%	2210
2023 Q2	$288K	Sell	3,623 -156	-4%	-$11.8K	﹤0.01%	2315
2023 Q1	$285K	Buy	3,779 +938	+33%	+$71.9K	﹤0.01%	2282
2022 Q4	$214K	Buy	+2,841	New	+$218K	﹤0.01%	2378
2022 Q1	–	Sell	-4,611	Closed	-$438K	–	2706
2021 Q4	$438K	Buy	4,611 +17	+0.4%	+$1.54K	﹤0.01%	2253
2021 Q3	$397K	Sell	4,594 -598	-12%	-$51.2K	﹤0.01%	2219
2021 Q2	$445K	Buy	+5,192	New	+$436K	﹤0.01%	2176

Other funds holding XMMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Prudential Financial's XMMO Position: Q4 2024 in Review

Prudential Financial sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2024, closing a stake of 118,906 shares — an estimated $14.3M sold.

Prudential Financial first reported a position in XMMO in Q2 2021 and held it in 11 quarters. The position peaked at $14.3M in Q3 2024. 371 funds tracked by Wall St. Rank hold XMMO as of Q4 2024.

Prudential Financial reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 118,906 Invesco S&P MidCap Momentum ETF shares in Q4 2024, an estimated $14.3M.
Prudential Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2021 and held it in 11 quarters.
Prudential Financial's Invesco S&P MidCap Momentum ETF position peaked at $14.3M in Q3 2024.
371 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.