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

Rollins 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
2023
Q2 		– Sell
-5,833
Closed -$440K – 126
2023
Q1 		$440K Sell
5,833
-6,735
-54% -$516K 0.15% 69
2022
Q4 		$946K Buy
12,568
+2,717
+28% +$209K 0.36% 43
2022
Q3 		$687K Sell
9,851
-600
-6% -$45.9K 0.26% 44
2022
Q2 		$743K Buy
10,451
+7,651
+273% +$611K 0.26% 43
2022
Q1 		$242K Buy
+2,800
New +$239K 0.07% 102

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rollins Financial's XMMO Position: Q2 2023 in Review

Rollins Financial sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2023, closing a stake of 5,833 shares — an estimated $440K sold.

Rollins Financial first reported a position in XMMO in Q1 2022 and held it in 5 quarters. The position peaked at $946K in Q4 2022. 154 funds tracked by Wall St. Rank hold XMMO as of Q2 2023.

  • Rollins Financial reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Rollins Financial sold 5,833 Invesco S&P MidCap Momentum ETF shares in Q2 2023, an estimated $440K.
  • Rollins Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2022 and held it in 5 quarters.
  • Rollins Financial's Invesco S&P MidCap Momentum ETF position peaked at $946K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2023.

Based on Rollins Financial's 13F filing for Q2 2023, filed 8 Aug 2023.