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

Sequoia Financial Advisors’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	-3,470	Closed	-$396K	–	1380
2024 Q2	$396K	Hold	3,470	–	–	﹤0.01%	781
2024 Q1	$399K	Hold	3,470	–	–	0.01%	764
2023 Q4	$312K	Sell	3,470 -21	-0.6%	-$1.73K	﹤0.01%	910
2023 Q3	$281K	Sell	3,491 -357	-9%	-$29K	﹤0.01%	715
2023 Q2	$306K	Sell	3,848 -68	-2%	-$5.13K	0.01%	691
2023 Q1	$296K	Sell	3,916 -20	-0.5%	-$1.53K	0.01%	628
2022 Q4	$296K	Buy	3,936 +20	+0.5%	+$1.54K	0.01%	586
2022 Q3	$273K	Hold	3,916	–	–	0.01%	413
2022 Q2	$279K	Buy	3,916 +21	+0.5%	+$1.68K	0.01%	461
2022 Q1	$336K	Hold	3,895	–	–	0.01%	469
2021 Q4	$354K	Hold	3,895	–	–	0.01%	405
2021 Q3	$328K	Sell	3,895 -178	-4%	-$15.2K	0.03%	195
2021 Q2	$349K	Buy	4,073 +178	+5%	+$14.9K	0.01%	343
2021 Q1	$326K	Hold	3,895	–	–	0.01%	325
2020 Q4	$305K	Hold	3,895	–	–	0.01%	319
2020 Q3	$258K	Hold	3,895	–	–	0.01%	324
2020 Q2	$231K	Buy	+3,895	New	+$217K	0.01%	328
2020 Q1	–	Sell	-3,895	Closed	-$238K	–	419
2019 Q4	$238K	Buy	+3,895	New	+$231K	0.02%	335
2019 Q3	–	Sell	-3,895	Closed	-$229K	–	394
2019 Q2	$229K	Hold	3,895	–	–	0.02%	326
2019 Q1	$220K	Buy	+3,895	New	+$205K	0.02%	330

Other funds holding XMMO

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

RJFSA

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

Sequoia Financial Advisors's XMMO Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 3,470 shares — an estimated $396K sold.

Sequoia Financial Advisors first reported a position in XMMO in Q1 2019 and held it in 20 quarters. The position peaked at $399K in Q1 2024. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

Sequoia Financial Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 3,470 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $396K.
Sequoia Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 20 quarters.
Sequoia Financial Advisors's Invesco S&P MidCap Momentum ETF position peaked at $399K in Q1 2024.
261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.