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

Simplicity Solutions’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
2021 Q1	–	Sell	-77,394	Closed	-$6.06M	–	1005
2020 Q4	$6.06M	Buy	77,394 +10,434	+16%	+$755K	0.09%	200
2020 Q3	$4.43M	Sell	66,960 -349,343	-84%	-$22.4M	0.08%	207
2020 Q2	$24.7M	Buy	416,303 +359,476	+633%	+$20M	0.49%	44
2020 Q1	$2.79M	Buy	56,827 +15,217	+37%	+$888K	0.09%	179
2019 Q4	$2.54M	Buy	41,610 +32,788	+372%	+$1.95M	0.08%	203
2019 Q3	$514K	Buy	8,822 +788	+10%	+$46.3K	0.02%	410
2019 Q2	$473K	Buy	8,034 +3,927	+96%	+$227K	0.02%	359
2019 Q1	$232K	Buy	+4,107	New	+$216K	0.01%	633
2018 Q4	–	Sell	-5,648	Closed	-$309K	–	797
2018 Q3	$309K	Buy	+5,648	New	+$296K	0.02%	369

Other funds holding XMMO

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

RJFSA

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's XMMO Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2021, closing a stake of 77,394 shares — an estimated $6.06M sold.

Simplicity Solutions first reported a position in XMMO in Q3 2018 and held it in 9 quarters. The position peaked at $24.7M in Q2 2020. 123 funds tracked by Wall St. Rank hold XMMO as of Q1 2021.

Simplicity Solutions reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 77,394 Invesco S&P MidCap Momentum ETF shares in Q1 2021, an estimated $6.06M.
Simplicity Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2018 and held it in 9 quarters.
Simplicity Solutions's Invesco S&P MidCap Momentum ETF position peaked at $24.7M in Q2 2020.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.