VitalStone Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

VitalStone Financial’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	$8.18K	Buy	+68	New	+$7.89K	0.01%	289
2023 Q3	–	Sell	-137	Closed	-$10K	–	671
2023 Q2	$10K	Buy	137 +56	+69%	+$4.22K	0.01%	649
2023 Q1	$7K	Sell	81 -66	-45%	-$5.06K	0.01%	232
2022 Q4	$11K	Buy	+147	New	+$11.3K	0.01%	335

Other funds holding XMMO

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

RJFSA

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

VitalStone Financial's XMMO Position: Q3 2024 in Review

VitalStone Financial opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024: 68 shares worth $8.18K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: VitalStone Financial previously reported a position in XMMO as recently as Q2 2023.

VitalStone Financial first reported a position in XMMO in Q4 2022 and has held it in 4 quarters since. The position peaked at $11K in Q4 2022. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

VitalStone Financial held 68 shares of Invesco S&P MidCap Momentum ETF worth $8.18K as of Q3 2024.
Invesco S&P MidCap Momentum ETF was a new VitalStone Financial position in Q3 2024.
Invesco S&P MidCap Momentum ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #289 holding.
VitalStone Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 4 quarters since.
VitalStone Financial's Invesco S&P MidCap Momentum ETF position peaked at $11K in Q4 2022.
261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.