49 Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

49 Wealth Management’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
2026 Q2	–	Sell	-1,794	Closed	-$260K	–	301
2026 Q1	$260K	Sell	1,794 -86	-5%	-$12.4K	0.02%	160
2025 Q4	$260K	Sell	1,880 -434	-19%	-$59.3K	0.02%	166
2025 Q3	$313K	Sell	2,314 -17	-0.7%	-$2.24K	0.03%	144
2025 Q2	$300K	Sell	2,331 -533	-19%	-$63.7K	0.03%	134
2025 Q1	$326K	Buy	2,864 +219	+8%	+$27K	0.04%	133
2024 Q4	$327K	Buy	2,645 +766	+41%	+$97.2K	0.05%	113
2024 Q3	$226K	Sell	1,879 -235	-11%	-$27.3K	0.04%	149
2024 Q2	$238K	Buy	2,114 +331	+19%	+$37.4K	0.05%	128
2024 Q1	$204K	Buy	+1,783	New	+$181K	0.04%	114

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

49 Wealth Management's XMMO Position: Q2 2026 in Review

49 Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 1,794 shares — an estimated $260K sold.

49 Wealth Management first reported a position in XMMO in Q1 2024 and held it in 9 quarters. The position peaked at $327K in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

49 Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 1,794 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $260K.
49 Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 9 quarters.
49 Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $327K in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.