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

Redwood Wealth Management Group’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
Q3 		– Sell
-89
Closed -$10.1K – 1118
2024
Q2 		$10.1K Buy
+89
New +$10K 0.01% 586

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Redwood Wealth Management Group's XMMO Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 89 shares — an estimated $10.1K sold.

Redwood Wealth Management Group first reported a position in XMMO in Q2 2024 and held it in 1 quarter. The position peaked at $10.1K in Q2 2024. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 89 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $10.1K.
  • Redwood Wealth Management Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Invesco S&P MidCap Momentum ETF position peaked at $10.1K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.