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Tredje AP-fonden’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Tredje AP-fonden’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
2024
Q3 		– Sell
-1,132,183
Closed -$129M – 482
2024
Q2 		$129M Hold
1,132,183
– – 1.25% 12
2024
Q1 		$130M Buy
+1,132,183
New +$115M 1.35% 11

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tredje AP-fonden's XMMO Position: Q3 2024 in Review

Tredje AP-fonden sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 1,132,183 shares — an estimated $129M sold.

Tredje AP-fonden first reported a position in XMMO in Q1 2024 and held it in 2 quarters. The position peaked at $130M in Q1 2024. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

  • Tredje AP-fonden reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Tredje AP-fonden sold 1,132,183 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $129M.
  • Tredje AP-fonden first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 2 quarters.
  • Tredje AP-fonden's Invesco S&P MidCap Momentum ETF position peaked at $130M in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Tredje AP-fonden's 13F filing for Q3 2024, filed 8 Nov 2024.