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

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

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

Act Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.3% in Q2 2026, selling an estimated $30K and leaving 5,394 shares worth $918K. The position accounts for 0.27% of the portfolio, ranked #24.

Act Wealth Management first reported a position in XMMO in Q3 2022 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Act Wealth Management held 5,394 shares of Invesco S&P MidCap Momentum ETF worth $918K as of Q2 2026.
  • Act Wealth Management sold 184 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $30K.
  • Invesco S&P MidCap Momentum ETF made up 0.27% of Act Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Act Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 16 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.