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RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2018
Q4 		– Sell
-30,000
Closed -$1.64M – 767
2018
Q3 		$1.64M Buy
30,000
+19,750
+193% +$1.04M 0.58% 22
2018
Q2 		$502K Buy
+10,250
New +$491K 0.19% 36

Other funds holding XMMO

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XMMO Position: Q4 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2018, closing a stake of 30,000 shares — an estimated $1.64M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XMMO in Q2 2018 and held it in 2 quarters. The position peaked at $1.64M in Q3 2018. 56 funds tracked by Wall St. Rank hold XMMO as of Q4 2018.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 30,000 Invesco S&P MidCap Momentum ETF shares in Q4 2018, an estimated $1.64M.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P MidCap Momentum ETF position peaked at $1.64M in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2018, filed 27 Jul 2026.