SevenOneSeven Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

SevenOneSeven Capital 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
2023 Q4	$237K	Buy	+2,445	New	+$201K	10.94%	4

Other funds holding XMMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SevenOneSeven Capital Management's XMMO Position: Q4 2023 in Review

SevenOneSeven Capital Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2023: 2,445 shares worth $237K. The stake represents 10.94% of the portfolio and ranks #4 among its holdings.

171 funds tracked by Wall St. Rank hold XMMO as of Q4 2023.

SevenOneSeven Capital Management held 2,445 shares of Invesco S&P MidCap Momentum ETF worth $237K as of Q4 2023.
Invesco S&P MidCap Momentum ETF was a new SevenOneSeven Capital Management position in Q4 2023.
Invesco S&P MidCap Momentum ETF made up 10.94% of SevenOneSeven Capital Management's portfolio in Q4 2023, its #4 holding.
171 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.