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AE Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

AE 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 		$5.45M Buy
32,062
+5,329
+20% +$869K 0.03% 421
2026
Q1 		$3.88M Buy
26,733
+2,354
+10% +$340K 0.02% 481
2025
Q4 		$3.38M Buy
24,379
+1,758
+8% +$240K 0.02% 468
2025
Q3 		$3.06M Buy
22,621
+1,432
+7% +$188K 0.02% 458
2025
Q2 		$2.73M Buy
21,189
+1,682
+9% +$201K 0.02% 468
2025
Q1 		$2.22M Buy
19,507
+10,664
+121% +$1.31M 0.02% 504
2024
Q4 		$1.09M Buy
8,843
+6,558
+287% +$832K 0.01% 678
2024
Q3 		$275K Sell
2,285
-5,845
-72% -$678K ﹤0.01% 1059
2024
Q2 		$927K Sell
8,130
-2,843
-26% -$321K 0.01% 718
2024
Q1 		$1.26M Sell
10,973
-14,947
-58% -$1.51M 0.01% 604
2023
Q4 		$2.41M Buy
25,920
+2,792
+12% +$229K 0.01% 840
2023
Q3 		$1.86M Buy
23,128
+5,819
+34% +$473K 0.01% 870
2023
Q2 		$1.38M Sell
17,309
-11,714
-40% -$883K 0.01% 963
2023
Q1 		$2.19M Sell
29,023
-11,261
-28% -$863K 0.01% 761
2022
Q4 		$3.03M Buy
40,284
+21,183
+111% +$1.63M 0.02% 612
2022
Q3 		$1.33M Buy
19,101
+13,144
+221% +$1.01M 0.01% 835
2022
Q2 		$424K Sell
5,957
-67,366
-92% -$5.38M ﹤0.01% 1283
2022
Q1 		$6.33M Sell
73,323
-4,734
-6% -$404K 0.04% 378
2021
Q4 		$7.1M Sell
78,057
-39,494
-34% -$3.58M 0.05% 346
2021
Q3 		$9.89M Buy
117,551
+10,775
+10% +$923K 0.08% 241
2021
Q2 		$9.14M Buy
106,776
+15,109
+16% +$1.27M 0.08% 238
2021
Q1 		$7.68M Buy
91,667
+9,028
+11% +$750K 0.08% 248
2020
Q4 		$6.47M Buy
82,639
+11,248
+16% +$814K 0.07% 238
2020
Q3 		$4.73M Sell
71,391
-353,540
-83% -$22.6M 0.07% 246
2020
Q2 		$25.2M Buy
424,931
+362,473
+580% +$20.2M 0.39% 51
2020
Q1 		$3.07M Buy
62,458
+15,145
+32% +$884K 0.07% 232
2019
Q4 		$2.89M Buy
47,313
+31,858
+206% +$1.89M 0.06% 271
2019
Q3 		$901K Buy
15,455
+3,103
+25% +$182K 0.03% 478
2019
Q2 		$727K Buy
+12,352
New +$716K 0.02% 488
2018
Q4 		– Sell
-5,798
Closed -$317K – 611
2018
Q3 		$317K Buy
+5,798
New +$304K 0.02% 434

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

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

AE Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 20% in Q2 2026, buying an estimated $869K and bringing the position to 32,062 shares worth $5.45M. The position accounts for 0.03% of the portfolio, ranked #421.

AE Wealth Management first reported a position in XMMO in Q3 2018 and has held it in 30 quarters since. The position peaked at $25.2M in Q2 2020. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • AE Wealth Management held 32,062 shares of Invesco S&P MidCap Momentum ETF worth $5.45M as of Q2 2026.
  • AE Wealth Management bought 5,329 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $869K.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #421 holding.
  • AE Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2018 and has held it in 30 quarters since.
  • AE Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $25.2M in Q2 2020.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.