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

Titleist Capital’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
2022
Q4 		$1.97M Buy
26,141
+3,379
+15% +$260K 0.46% 51
2022
Q3 		$1.59M Buy
22,762
+17,256
+313% +$1.32M 0.36% 60
2022
Q2 		$392K Buy
+5,506
New +$440K 0.1% 160

Other funds holding XMMO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Titleist Capital's XMMO Position: Q4 2022 in Review

Titleist Capital increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 15% in Q4 2022, buying an estimated $260K and bringing the position to 26,141 shares worth $1.97M. The position accounts for 0.46% of the portfolio, ranked #51.

Titleist Capital first reported a position in XMMO in Q2 2022 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold XMMO as of Q4 2022.

  • Titleist Capital held 26,141 shares of Invesco S&P MidCap Momentum ETF worth $1.97M as of Q4 2022.
  • Titleist Capital bought 3,379 Invesco S&P MidCap Momentum ETF shares in Q4 2022, an estimated $260K.
  • Invesco S&P MidCap Momentum ETF made up 0.46% of Titleist Capital's portfolio in Q4 2022, its #51 holding.
  • Titleist Capital first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2022 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.