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

Raffa 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
2018 Q4	–	Sell	-30,000	Closed	-$1.64M	–	767
2018 Q3	$1.64M	Buy	30,000 +19,750	+193%	+$1.04M	0.58%	22
2018 Q2	$502K	Buy	+10,250	New	+$491K	0.19%	36

Other funds holding XMMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raffa Wealth Management's XMMO Position: Q4 2018 in Review

Raffa Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2018, closing a stake of 30,000 shares — an estimated $1.64M sold.

Raffa Wealth Management first reported a position in XMMO in Q2 2018 and held it in 2 quarters. The position peaked at $1.64M in Q3 2018. 56 funds tracked by Wall St. Rank hold XMMO as of Q4 2018.

Raffa Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2018 after selling out during the quarter.
Raffa Wealth Management sold 30,000 Invesco S&P MidCap Momentum ETF shares in Q4 2018, an estimated $1.64M.
Raffa Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and held it in 2 quarters.
Raffa Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $1.64M in Q3 2018.
56 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2018.

Based on Raffa Wealth Management's 13F filing for Q4 2018, filed 27 Jul 2026.