Advisor Resource Council’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-3,247	Closed	-$418K	–	196
2025 Q2	$418K	Buy	+3,247	New	+$388K	0.16%	100
2024 Q4	–	Sell	-3,062	Closed	-$368K	–	289
2024 Q3	$368K	Buy	+3,062	New	+$355K	0.17%	152
2024 Q2	–	Sell	-3,062	Closed	-$275K	–	242
2024 Q1	$275K	Buy	+3,062	New	+$310K	0.12%	180
2023 Q4	–	Sell	-3,062	Closed	-$247K	–	525
2023 Q3	$247K	Hold	3,062	–	–	0.13%	124
2023 Q2	$243K	Sell	3,062 -29	-0.9%	-$2.19K	0.11%	136
2023 Q1	$233K	Buy	3,091 +29	+0.9%	+$2.22K	0.06%	219
2022 Q4	$231K	Hold	3,062	–	–	0.11%	141
2022 Q3	$214K	Hold	3,062	–	–	0.14%	138
2022 Q2	$218K	Hold	3,062	–	–	0.02%	450
2022 Q1	$264K	Hold	3,062	–	–	0.08%	163
2021 Q4	$278K	Hold	3,062	–	–	0.02%	459
2021 Q3	$258K	Hold	3,062	–	–	0.08%	185
2021 Q2	$262K	Buy	+3,062	New	+$257K	0.03%	417

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Advisor Resource Council's XMMO Position: Q3 2025 in Review

Advisor Resource Council sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2025, closing a stake of 3,247 shares — an estimated $418K sold.

Advisor Resource Council first reported a position in XMMO in Q2 2021 and held it in 13 quarters. The position peaked at $418K in Q2 2025. 355 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

Advisor Resource Council reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 3,247 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $418K.
Advisor Resource Council first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2021 and held it in 13 quarters.
Advisor Resource Council's Invesco S&P MidCap Momentum ETF position peaked at $418K in Q2 2025.
355 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.