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

PRW 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
2021
Q3 		– Sell
-3,200
Closed -$274K – 300
2021
Q2 		$274K Buy
+3,200
New +$269K 0.08% 223

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PRW Wealth Management's XMMO Position: Q3 2021 in Review

PRW Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2021, closing a stake of 3,200 shares — an estimated $274K sold.

PRW Wealth Management first reported a position in XMMO in Q2 2021 and held it in 1 quarter. The position peaked at $274K in Q2 2021. 128 funds tracked by Wall St. Rank hold XMMO as of Q3 2021.

  • PRW Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,200 Invesco S&P MidCap Momentum ETF shares in Q3 2021, an estimated $274K.
  • PRW Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $274K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.