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Zimmermann Investment Management & Planning’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-55,071
Closed -$6.63M – 141
2024
Q3 		$6.63M Buy
+55,071
New +$6.39M 2.03% 13
2023
Q2 		– Sell
-2,996
Closed -$226K – 123
2023
Q1 		$226K Buy
+2,996
New +$230K 0.12% 102

Other funds holding XMMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zimmermann Investment Management & Planning's XMMO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2024, closing a stake of 55,071 shares — an estimated $6.63M sold.

Zimmermann Investment Management & Planning first reported a position in XMMO in Q1 2023 and held it in 2 quarters. The position peaked at $6.63M in Q3 2024. 371 funds tracked by Wall St. Rank hold XMMO as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 55,071 Invesco S&P MidCap Momentum ETF shares in Q4 2024, an estimated $6.63M.
  • Zimmermann Investment Management & Planning first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Invesco S&P MidCap Momentum ETF position peaked at $6.63M in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.