Walled Lake Planning & Wealth Management LLC Invests $812,000 in Invesco S&P MidCap Momentum ETF $XMMO

Walled Lake Planning & Wealth Management LLC bought a new stake in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 6,005 shares of the company’s stock, valued at approximately $812,000.

Several other hedge funds have also made changes to their positions in the business. Smith Moore & CO. boosted its holdings in Invesco S&P MidCap Momentum ETF by 2.1% in the third quarter. Smith Moore & CO. now owns 30,435 shares of the company’s stock valued at $4,116,000 after purchasing an additional 618 shares in the last quarter. Orion Porfolio Solutions LLC lifted its stake in shares of Invesco S&P MidCap Momentum ETF by 9.8% in the third quarter. Orion Porfolio Solutions LLC now owns 146,409 shares of the company’s stock valued at $19,799,000 after purchasing an additional 13,038 shares during the period. IFG Advisory LLC boosted its stake in shares of Invesco S&P MidCap Momentum ETF by 203.0% during the 3rd quarter. IFG Advisory LLC now owns 9,517 shares of the company’s stock worth $1,287,000 after acquiring an additional 6,376 shares in the last quarter. Symphony Financial Services Inc. grew its holdings in Invesco S&P MidCap Momentum ETF by 9.7% in the third quarter. Symphony Financial Services Inc. now owns 35,683 shares of the company’s stock valued at $4,825,000 after purchasing an additional 3,162 shares during the last quarter. Finally, Comprehensive Financial Planning Inc. PA raised its position in shares of Invesco S&P MidCap Momentum ETF by 2.7% during the 3rd quarter. Comprehensive Financial Planning Inc. PA now owns 9,575 shares of the company’s stock worth $1,295,000 after purchasing an additional 253 shares during the last quarter.

Invesco S&P MidCap Momentum ETF Stock Performance

Shares of XMMO opened at $147.22 on Friday. The company’s 50 day simple moving average is $144.10 and its 200 day simple moving average is $138.42. The company has a market capitalization of $5.48 billion, a price-to-earnings ratio of 22.06 and a beta of 1.05. Invesco S&P MidCap Momentum ETF has a 1 year low of $97.50 and a 1 year high of $152.42.

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.