Winslow Evans & Crocker’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Winslow Evans & Crocker’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 Q4	$94K	Buy	1,205 +100	+9%	+$7.24K	0.02%	452
2020 Q3	$74K	Sell	1,105 -260	-19%	-$16.7K	0.02%	400
2020 Q2	$81K	Buy	1,365 +775	+131%	+$43.1K	0.02%	390
2020 Q1	$32K	Buy	590 +330	+127%	+$19.3K	0.01%	512
2019 Q4	$18K	Buy	260 +160	+160%	+$9.49K	﹤0.01%	696
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	947
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	963
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	969
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	904
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	926
2018 Q2	$6K	Buy	+100	New	+$4.79K	﹤0.01%	930

Other funds holding XMMO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

Winslow Evans & Crocker's XMMO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9% in Q4 2020, buying an estimated $7.24K and bringing the position to 1,205 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #452.

Winslow Evans & Crocker first reported a position in XMMO in Q2 2018 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold XMMO as of Q4 2020.

Winslow Evans & Crocker held 1,205 shares of Invesco S&P MidCap Momentum ETF worth $94K as of Q4 2020.
Winslow Evans & Crocker bought 100 Invesco S&P MidCap Momentum ETF shares in Q4 2020, an estimated $7.24K.
Invesco S&P MidCap Momentum ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #452 holding.
Winslow Evans & Crocker first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 11 quarters since.
116 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.