AWM
XMMO icon

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

Abound 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 		$21.9K Sell
129
-86
-40% -$14K ﹤0.01% 356
2026
Q1 		$31.1K Buy
215
+156
+264% +$22.6K 0.01% 321
2025
Q4 		$8.13K Hold
59
– – ﹤0.01% 546
2025
Q3 		$7.94K Hold
59
– – ﹤0.01% 538
2025
Q2 		$7.55K Hold
59
– – ﹤0.01% 492
2025
Q1 		$6.66K Buy
59
+1
+2% +$123 ﹤0.01% 477
2024
Q4 		$7.21K Hold
58
– – ﹤0.01% 457
2024
Q3 		$7.02K Hold
58
– – ﹤0.01% 476
2024
Q2 		$6.64K Hold
58
– – ﹤0.01% 445
2024
Q1 		$6.69K Hold
58
– – ﹤0.01% 451
2023
Q4 		$5.23K Hold
58
– – ﹤0.01% 494
2023
Q3 		$4.68K Hold
58
– – ﹤0.01% 476
2023
Q2 		$4.61K Hold
58
– – ﹤0.01% 505
2023
Q1 		$4.37K Hold
58
– – ﹤0.01% 443
2022
Q4 		$4.34K Buy
58
+1
+2% +$77 ﹤0.01% 375
2022
Q3 		$4.01K Buy
+57
New +$4.36K ﹤0.01% 390

Other funds holding XMMO

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return