Tiemann Investment Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Tiemann Investment Advisors’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-9,640	Closed	-$260K	–	188
2020 Q2	$260K	Sell	9,640 -2,500	-21%	-$63.7K	0.18%	134
2020 Q1	$275K	Sell	12,140 -816	-6%	-$25.3K	0.24%	109
2019 Q4	$457K	Buy	12,956 +55	+0.4%	+$1.86K	0.31%	84
2019 Q3	$418K	Buy	12,901 +99	+0.8%	+$3.13K	0.3%	92
2019 Q2	$421K	Buy	+12,802	New	+$409K	0.31%	90

Other funds holding XMVM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Tiemann Investment Advisors's XMVM Position: Q3 2020 in Review

Tiemann Investment Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2020, closing a stake of 9,640 shares — an estimated $260K sold.

Tiemann Investment Advisors first reported a position in XMVM in Q2 2019 and held it in 5 quarters. The position peaked at $457K in Q4 2019. 24 funds tracked by Wall St. Rank hold XMVM as of Q3 2020.

Tiemann Investment Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2020 after selling out during the quarter.
Tiemann Investment Advisors sold 9,640 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2020, an estimated $260K.
Tiemann Investment Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2019 and held it in 5 quarters.
Tiemann Investment Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $457K in Q4 2019.
24 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2020.

Based on Tiemann Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.