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

WealthSource 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
2020 Q1	–	Sell	-8,511	Closed	-$520K	–	451
2019 Q4	$520K	Buy	+8,511	New	+$505K	0.07%	222
2019 Q3	–	Sell	-5,312	Closed	-$312K	–	478
2019 Q2	$312K	Sell	5,312 -7,421	-58%	-$430K	0.05%	326
2019 Q1	$720K	Buy	+12,733	New	+$670K	0.16%	124

Other funds holding XMMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

WealthSource Partners's XMMO Position: Q1 2020 in Review

WealthSource Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2020, closing a stake of 8,511 shares — an estimated $520K sold.

WealthSource Partners first reported a position in XMMO in Q1 2019 and held it in 3 quarters. The position peaked at $720K in Q1 2019. 95 funds tracked by Wall St. Rank hold XMMO as of Q1 2020.

WealthSource Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
WealthSource Partners sold 8,511 Invesco S&P MidCap Momentum ETF shares in Q1 2020, an estimated $520K.
WealthSource Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 3 quarters.
WealthSource Partners's Invesco S&P MidCap Momentum ETF position peaked at $720K in Q1 2019.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.