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Wealth Quarterback’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Wealth Quarterback’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-744
Closed -$27 – 1145
2019
Q4 		$27 Buy
+744
New +$25.2K ﹤0.01% 1015

Other funds holding XMVM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wealth Quarterback's XMVM Position: Q1 2020 in Review

Wealth Quarterback sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2020, closing a stake of 744 shares — an estimated $27 sold.

Wealth Quarterback first reported a position in XMVM in Q4 2019 and held it in 1 quarter. The position peaked at $27 in Q4 2019. 29 funds tracked by Wall St. Rank hold XMVM as of Q1 2020.

  • Wealth Quarterback reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 744 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2020, an estimated $27.
  • Wealth Quarterback first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's Invesco S&P MidCap Value with Momentum ETF position peaked at $27 in Q4 2019.
  • 29 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.