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TD Ameritrade Investment Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-3,442
Closed -$274K – 528
2023
Q2 		$274K Sell
3,442
-1,028
-23% -$77.5K ﹤0.01% 145
2023
Q1 		$337K Sell
4,470
-1,755
-28% -$134K ﹤0.01% 137
2022
Q4 		$469K Sell
6,225
-892
-13% -$68.5K ﹤0.01% 138
2022
Q3 		$497K Sell
7,117
-788
-10% -$60.3K 0.01% 138
2022
Q2 		$562K Sell
7,905
-1,611
-17% -$129K 0.01% 149
2022
Q1 		$821K Buy
9,516
+1,142
+14% +$97.4K 0.01% 148
2021
Q4 		$762K Sell
8,374
-3,131
-27% -$284K 0.01% 148
2021
Q3 		$762K Buy
11,505
+2,201
+24% +$188K 0.01% 128
2021
Q2 		$797K Sell
9,304
-1,104
-11% -$92.7K 0.01% 134
2021
Q1 		$815K Hold
10,408
– – 0.01% 122
2020
Q4 		$815K Sell
10,408
-1,097
-10% -$79.4K 0.01% 122
2020
Q3 		$762K Sell
11,505
-4,065
-26% -$260K 0.01% 128
2020
Q2 		$923K Sell
15,570
-1,506
-9% -$83.8K 0.01% 122
2020
Q1 		$838K Buy
17,076
+17,074
+853,700% +$997K 0.01% 123
2019
Q4 		$0 Buy
+2
New +$119 ﹤0.01% 669
2019
Q2 		– Sell
-265
Closed -$15K – 687
2019
Q1 		$15K Hold
265
– – ﹤0.01% 324
2018
Q4 		$12K Hold
265
– – ﹤0.01% 335
2018
Q3 		$15K Sell
265
-772
-74% -$40.5K ﹤0.01% 303
2018
Q2 		$51K Buy
+1,037
New +$49.7K ﹤0.01% 137

Other funds holding XMMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

TD Ameritrade Investment Management's XMMO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2023, closing a stake of 3,442 shares — an estimated $274K sold.

TD Ameritrade Investment Management first reported a position in XMMO in Q2 2018 and held it in 19 quarters. The position peaked at $923K in Q2 2020. 156 funds tracked by Wall St. Rank hold XMMO as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,442 Invesco S&P MidCap Momentum ETF shares in Q3 2023, an estimated $274K.
  • TD Ameritrade Investment Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's Invesco S&P MidCap Momentum ETF position peaked at $923K in Q2 2020.
  • 156 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.