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

Accel 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 		$5.35M Buy
31,416
+2,864
+10% +$467K 1.2% 23
2026
Q1 		$4.14M Buy
28,552
+3,771
+15% +$545K 1.08% 23
2025
Q4 		$3.43M Buy
24,781
+2,482
+11% +$339K 0.94% 28
2025
Q3 		$3.02M Buy
22,299
+720
+3% +$94.8K 0.88% 29
2025
Q2 		$2.78M Buy
21,579
+687
+3% +$82.1K 0.93% 24
2025
Q1 		$2.38M Buy
20,892
+5,790
+38% +$713K 0.86% 27
2024
Q4 		$1.87M Buy
15,102
+1,702
+13% +$216K 0.71% 36
2024
Q3 		$1.61M Buy
13,400
+401
+3% +$46.5K 0.6% 49
2024
Q2 		$1.48M Buy
12,999
+353
+3% +$39.9K 0.59% 45
2024
Q1 		$1.45M Buy
12,646
+1,482
+13% +$150K 0.62% 44
2023
Q4 		$1M Buy
11,164
+717
+7% +$58.9K 0.5% 53
2023
Q3 		$841K Sell
10,447
-24
-0.2% -$1.95K 0.47% 63
2023
Q2 		$833K Buy
10,471
+872
+9% +$65.7K 0.46% 64
2023
Q1 		$725K Buy
9,599
+308
+3% +$23.6K 0.3% 82
2022
Q4 		$700K Sell
9,291
-2
-0% -$154 0.33% 64
2022
Q3 		$692K Sell
9,293
-323
-3% -$24.7K 0.37% 64
2022
Q2 		$695K Sell
9,616
-593
-6% -$47.4K 0.4% 60
2022
Q1 		$890K Buy
10,209
+883
+9% +$75.3K 0.46% 55
2021
Q4 		$848K Buy
9,326
+3,263
+54% +$295K 0.42% 58
2021
Q3 		$510K Buy
6,063
+910
+18% +$77.9K 0.33% 68
2021
Q2 		$441K Buy
5,153
+619
+14% +$52K 0.29% 77
2021
Q1 		$380K Buy
4,534
+1,929
+74% +$160K 0.31% 69
2020
Q4 		$204K Buy
+2,605
New +$189K 0.19% 118

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Accel Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 10% in Q2 2026, buying an estimated $467K and bringing the position to 31,416 shares worth $5.35M. The position accounts for 1.2% of the portfolio, ranked #23.

Accel Wealth Management first reported a position in XMMO in Q4 2020 and has held it in 23 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Accel Wealth Management held 31,416 shares of Invesco S&P MidCap Momentum ETF worth $5.35M as of Q2 2026.
  • Accel Wealth Management bought 2,864 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $467K.
  • Invesco S&P MidCap Momentum ETF made up 1.2% of Accel Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Accel Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 23 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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