Action Point Financial Planning’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Action Point Financial Planning’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	$17.2K	Buy	+101	New	+$16.5K	﹤0.01%	1189

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

Action Point Financial Planning's XMMO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 101 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

478 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Action Point Financial Planning held 101 shares of Invesco S&P MidCap Momentum ETF worth $17.2K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1189 holding.
478 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.