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Renaissance Investment Consultants Holding Company’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Renaissance Investment Consultants Holding Company’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
Q3 		$4.95M Buy
67,709
+4,748
+8% +$304K 4.62% 4
2020
Q2 		$3.94M Buy
62,961
+37,102
+143% +$2.07M 4.31% 5
2020
Q1 		$1.27M Buy
+25,859
New +$1.51M 1.77% 18

Other funds holding XMMO

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's XMMO Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.5% in Q3 2020, buying an estimated $304K and bringing the position to 67,709 shares worth $4.95M. The position accounts for 4.62% of the portfolio, ranked #4.

Renaissance Investment Consultants Holding Company first reported a position in XMMO in Q1 2020 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XMMO as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 67,709 shares of Invesco S&P MidCap Momentum ETF worth $4.95M as of Q3 2020.
  • Renaissance Investment Consultants Holding Company bought 4,748 Invesco S&P MidCap Momentum ETF shares in Q3 2020, an estimated $304K.
  • Invesco S&P MidCap Momentum ETF made up 4.62% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #4 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.