Adapt Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Adapt Wealth Advisors’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	$1.69M	Buy	9,923 +1,465	+17%	+$239K	0.55%	32
2026 Q1	$1.23M	Sell	8,458 -26	-0.3%	-$3.76K	0.44%	40
2025 Q4	$1.17M	Buy	8,484 +537	+7%	+$73.4K	0.4%	39
2025 Q3	$1.07M	Buy	+7,947	New	+$1.05M	0.4%	39

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

Adapt Wealth Advisors's XMMO Position: Q2 2026 in Review

Adapt Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 17% in Q2 2026, buying an estimated $239K and bringing the position to 9,923 shares worth $1.69M. The position accounts for 0.55% of the portfolio, ranked #32.

Adapt Wealth Advisors first reported a position in XMMO in Q3 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Adapt Wealth Advisors held 9,923 shares of Invesco S&P MidCap Momentum ETF worth $1.69M as of Q2 2026.
Adapt Wealth Advisors bought 1,465 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $239K.
Invesco S&P MidCap Momentum ETF made up 0.55% of Adapt Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Adapt Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.