Weaver Consulting Group’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Weaver Consulting Group’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 Q2	–	Sell	-214	Closed	-$5K	–	1023
2020 Q1	$5K	Hold	214	–	–	﹤0.01%	578
2019 Q4	$7K	Hold	214	–	–	﹤0.01%	563
2019 Q3	$7K	Hold	214	–	–	﹤0.01%	541
2019 Q2	$7K	Hold	214	–	–	﹤0.01%	530
2019 Q1	$7K	Buy	+214	New	+$6.52K	﹤0.01%	1045

Other funds holding XMVM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Weaver Consulting Group's XMVM Position: Q2 2020 in Review

Weaver Consulting Group sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2020, closing a stake of 214 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in XMVM in Q1 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 24 funds tracked by Wall St. Rank hold XMVM as of Q2 2020.

Weaver Consulting Group reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2020 after selling out during the quarter.
Weaver Consulting Group sold 214 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2020, an estimated $5K.
Weaver Consulting Group first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2019 and held it in 5 quarters.
Weaver Consulting Group's Invesco S&P MidCap Value with Momentum ETF position peaked at $7K in Q4 2019.
24 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2020.

Based on Weaver Consulting Group's 13F filing for Q2 2020, filed 24 Jul 2020.