WIC
XMMO icon

Woodmont Investment Counsel’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-12
Closed -$1.39K – 373
2024
Q1 		$1.39K Buy
+12
New +$1.22K ﹤0.01% 365

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Woodmont Investment Counsel's XMMO Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2024, closing a stake of 12 shares — an estimated $1.39K sold.

Woodmont Investment Counsel first reported a position in XMMO in Q1 2024 and held it in 1 quarter. The position peaked at $1.39K in Q1 2024. 242 funds tracked by Wall St. Rank hold XMMO as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 12 Invesco S&P MidCap Momentum ETF shares in Q2 2024, an estimated $1.39K.
  • Woodmont Investment Counsel first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Invesco S&P MidCap Momentum ETF position peaked at $1.39K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.