Advisory Services Network’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Advisory Services Network’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	$235K	Sell	1,383 -2,508	-64%	-$409K	﹤0.01%	1889
2026 Q1	$564K	Sell	3,891 -92	-2%	-$13.3K	0.01%	1216
2025 Q4	$551K	Sell	3,983 -21	-0.5%	-$2.87K	0.01%	1163
2025 Q3	$541K	Buy	4,004 +95	+2%	+$12.5K	0.01%	1154
2025 Q2	$510K	Sell	3,909 -336	-8%	-$40.1K	0.01%	1146
2025 Q1	$483K	Sell	4,245 -793	-16%	-$97.7K	0.01%	1072
2024 Q4	$622K	Buy	5,038 +378	+8%	+$48K	0.01%	944
2024 Q3	$531K	Hold	4,660	–	–	0.01%	967
2024 Q2	$531K	Buy	4,660 +2,650	+132%	+$299K	0.01%	967
2024 Q1	$231K	Buy	2,010 +1,315	+189%	+$133K	0.01%	1269
2023 Q4	$62.4K	Buy	+695	New	+$57.1K	﹤0.01%	1890
2023 Q2	–	Sell	-414	Closed	-$31.3K	–	3682
2023 Q1	$31.3K	Sell	414 -3,110	-88%	-$238K	﹤0.01%	2269
2022 Q4	$265K	Sell	3,524 -152	-4%	-$11.7K	0.01%	1139
2022 Q3	$256K	Buy	+3,676	New	+$281K	0.01%	1089
2022 Q2	–	Sell	-8,457	Closed	-$730K	–	1521
2022 Q1	$730K	Sell	8,457 -98	-1%	-$8.36K	0.02%	739
2021 Q4	$778K	Buy	8,555 +4,831	+130%	+$437K	0.02%	715
2021 Q3	$313K	Buy	3,724 +3,230	+654%	+$277K	0.01%	1083
2021 Q2	$42K	Buy	+494	New	+$41.5K	﹤0.01%	2101
2021 Q1	–	Sell	-544	Closed	-$43K	–	2973
2020 Q4	$43K	Sell	544 -56	-9%	-$4.05K	﹤0.01%	1754
2020 Q3	$40K	Buy	+600	New	+$38.4K	﹤0.01%	1710
2020 Q2	–	Sell	-600	Closed	-$29K	–	2763
2020 Q1	$29K	Sell	600 -308	-34%	-$18K	﹤0.01%	1658
2019 Q4	$56K	Buy	908 +708	+354%	+$42K	﹤0.01%	1435
2019 Q3	$12K	Hold	200	–	–	﹤0.01%	2092
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	2090
2019 Q1	$11K	Hold	200	–	–	﹤0.01%	1828
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	1809
2018 Q3	$11K	Hold	200	–	–	﹤0.01%	1792
2018 Q2	$10K	Buy	+200	New	+$9.58K	﹤0.01%	1802

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

Advisory Services Network's XMMO Position: Q2 2026 in Review

Advisory Services Network reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 64% in Q2 2026, selling an estimated $409K and leaving 1,383 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Advisory Services Network first reported a position in XMMO in Q2 2018 and has held it in 28 quarters since. The position peaked at $778K in Q4 2021. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Advisory Services Network held 1,383 shares of Invesco S&P MidCap Momentum ETF worth $235K as of Q2 2026.
Advisory Services Network sold 2,508 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $409K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1889 holding.
Advisory Services Network first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 28 quarters since.
Advisory Services Network's Invesco S&P MidCap Momentum ETF position peaked at $778K in Q4 2021.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.