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

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

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

Abound Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 40% in Q2 2026, selling an estimated $14K and leaving 129 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Abound Wealth Management first reported a position in XMMO in Q3 2022 and has held it in 16 quarters since. The position peaked at $31.1K in Q1 2026. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Abound Wealth Management held 129 shares of Invesco S&P MidCap Momentum ETF worth $21.9K as of Q2 2026.
Abound Wealth Management sold 86 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $14K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #356 holding.
Abound Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $31.1K in Q1 2026.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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