Comprehensive Financial Planning Inc. PA Takes Position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO)

Comprehensive Financial Planning Inc. PA bought a new position in shares of Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 7,374 shares of the company’s stock, valued at approximately $911,000. Invesco S&P MidCap Momentum ETF makes up 0.8% of Comprehensive Financial Planning Inc. PA’s investment portfolio, making the stock its 29th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. American Trust boosted its holdings in shares of Invesco S&P MidCap Momentum ETF by 1.1% during the 3rd quarter. American Trust now owns 7,835 shares of the company’s stock valued at $943,000 after purchasing an additional 84 shares during the last quarter. Meridian Financial LLC boosted its stake in Invesco S&P MidCap Momentum ETF by 3.2% during the fourth quarter. Meridian Financial LLC now owns 3,250 shares of the company’s stock valued at $401,000 after buying an additional 100 shares during the last quarter. Advisory Alpha LLC grew its holdings in Invesco S&P MidCap Momentum ETF by 6.4% during the 4th quarter. Advisory Alpha LLC now owns 1,850 shares of the company’s stock valued at $229,000 after buying an additional 112 shares in the last quarter. Atria Investments Inc increased its stake in Invesco S&P MidCap Momentum ETF by 0.9% in the 3rd quarter. Atria Investments Inc now owns 13,115 shares of the company’s stock worth $1,578,000 after acquiring an additional 122 shares during the last quarter. Finally, Prime Capital Investment Advisors LLC raised its holdings in shares of Invesco S&P MidCap Momentum ETF by 0.4% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 35,537 shares of the company’s stock worth $4,276,000 after acquiring an additional 126 shares in the last quarter.

Invesco S&P MidCap Momentum ETF Stock Performance

NYSEARCA XMMO opened at $129.78 on Monday. The stock has a 50 day moving average price of $128.69 and a 200-day moving average price of $123.60. Invesco S&P MidCap Momentum ETF has a one year low of $98.61 and a one year high of $137.14. The company has a market capitalization of $2.54 billion, a P/E ratio of 19.24 and a beta of 1.12.

Invesco S&P MidCap Momentum ETF Company Profile

The Invesco S&P MidCap Momentum ETF (XMMO) is an exchange-traded fund that is based on the S&P MidCap 400 Momentum (USD) index. The fund tracks an index of S&P 400 MidCap stocks selected by momentum and weighted by market cap and momentum. XMMO was launched on Mar 3, 2005 and is managed by Invesco.