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

SignatureFD’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 Q1	–	Sell	-85	Closed	-$6.42K	–	3393
2022 Q4	$6.42K	Buy	+85	New	+$6.53K	﹤0.01%	2341
2022 Q3	–	Sell	-132	Closed	-$9K	–	3384
2022 Q2	$9K	Buy	132 +72	+120%	+$5.75K	﹤0.01%	2196
2022 Q1	$5K	Sell	60 -786	-93%	-$67K	﹤0.01%	2526
2021 Q4	$77K	Buy	846 +786	+1,310%	+$71.2K	﹤0.01%	1144
2021 Q3	$5K	Sell	60 -415	-87%	-$35.5K	﹤0.01%	2382
2021 Q2	$41K	Hold	475	–	–	﹤0.01%	1380
2021 Q1	$40K	Hold	475	–	–	﹤0.01%	1279
2020 Q4	$37K	Hold	475	–	–	﹤0.01%	1214
2020 Q3	$31K	Hold	475	–	–	﹤0.01%	1197
2020 Q2	$28K	Buy	475 +60	+14%	+$3.34K	﹤0.01%	1192
2020 Q1	$20K	Hold	415	–	–	﹤0.01%	1240
2019 Q4	$25K	Buy	+415	New	+$24.6K	﹤0.01%	1199

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

SignatureFD's XMMO Position: Q1 2023 in Review

SignatureFD sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2023, closing a stake of 85 shares — an estimated $6.42K sold.

SignatureFD first reported a position in XMMO in Q4 2019 and held it in 12 quarters. The position peaked at $77K in Q4 2021. 152 funds tracked by Wall St. Rank hold XMMO as of Q1 2023.

SignatureFD reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
SignatureFD sold 85 Invesco S&P MidCap Momentum ETF shares in Q1 2023, an estimated $6.42K.
SignatureFD first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and held it in 12 quarters.
SignatureFD's Invesco S&P MidCap Momentum ETF position peaked at $77K in Q4 2021.
152 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2023.

Based on SignatureFD's 13F filing for Q1 2023, filed 28 Apr 2023.