AWM
XMMO icon

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

Act 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 		$918K Sell
5,394
-184
-3% -$30K 0.27% 24
2026
Q1 		$809K Sell
5,578
-685
-11% -$99.1K 0.27% 25
2025
Q4 		$867K Buy
6,263
+10
+0.2% +$1.37K 0.28% 23
2025
Q3 		$846K Sell
6,253
-144
-2% -$19K 0.3% 23
2025
Q2 		$823K Buy
6,397
+375
+6% +$44.8K 0.35% 22
2025
Q1 		$685K Buy
6,022
+16
+0.3% +$1.97K 0.31% 23
2024
Q4 		$742K Buy
6,006
+7
+0.1% +$888 0.35% 21
2024
Q3 		$722K Sell
5,999
-741
-11% -$85.9K 0.32% 19
2024
Q2 		$768K Buy
6,740
+4
+0.1% +$452 0.38% 19
2024
Q1 		$774K Buy
6,736
+6
+0.1% +$608 0.39% 16
2023
Q4 		$604K Buy
6,730
+427
+7% +$35.1K 0.33% 20
2023
Q3 		$507K Buy
6,303
+180
+3% +$14.6K 0.34% 18
2023
Q2 		$487K Buy
6,123
+10
+0.2% +$754 0.27% 19
2023
Q1 		$462K Sell
6,113
-66
-1% -$5.06K 0.27% 20
2022
Q4 		$465K Buy
6,179
+1,622
+36% +$125K 0.29% 19
2022
Q3 		$318K Buy
+4,557
New +$349K 0.23% 20

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