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Wealth Management Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wealth Management Partners’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
2023
Q2 		– Sell
-3,664
Closed -$277K – 116
2023
Q1 		$277K Buy
3,664
+664
+22% +$50.9K 0.19% 93
2022
Q4 		$234K Buy
+3,000
New +$230K 0.2% 86

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Management Partners's XMMO Position: Q2 2023 in Review

Wealth Management Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2023, closing a stake of 3,664 shares — an estimated $277K sold.

Wealth Management Partners first reported a position in XMMO in Q4 2022 and held it in 2 quarters. The position peaked at $277K in Q1 2023. 154 funds tracked by Wall St. Rank hold XMMO as of Q2 2023.

  • Wealth Management Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Management Partners sold 3,664 Invesco S&P MidCap Momentum ETF shares in Q2 2023, an estimated $277K.
  • Wealth Management Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Wealth Management Partners's Invesco S&P MidCap Momentum ETF position peaked at $277K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2023.

Based on Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.