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

YorkBridge Wealth 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
2019
Q3 		– Sell
-319
Closed -$19K – 665
2019
Q2 		$19K Hold
319
– – 0.01% 485
2019
Q1 		$18K Hold
319
– – 0.01% 481
2018
Q4 		$14K Hold
319
– – 0.01% 535
2018
Q3 		$17K Hold
319
– – 0.01% 555
2018
Q2 		$16K Buy
+319
New +$15.3K 0.01% 578

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

YorkBridge Wealth Partners's XMMO Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2019, closing a stake of 319 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in XMMO in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q2 2019. 82 funds tracked by Wall St. Rank hold XMMO as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 319 Invesco S&P MidCap Momentum ETF shares in Q3 2019, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $19K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.