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

Affinity 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	$54.5M	Sell	320,484 -2,150	-0.7%	-$351K	7.02%	2
2026 Q1	$46.8M	Buy	322,634 +233	+0.1%	+$33.7K	7.08%	2
2025 Q4	$44.6M	Buy	322,401 +2,773	+0.9%	+$379K	6.35%	4
2025 Q3	$43.2M	Buy	319,628 +2,043	+0.6%	+$269K	6.33%	4
2025 Q2	$40.9M	Sell	317,585 -2,026	-0.6%	-$242K	6.53%	4
2025 Q1	$36.4M	Buy	319,611 +66,432	+26%	+$8.18M	6.74%	4
2024 Q4	$31.3M	Sell	253,179 -594	-0.2%	-$75.4K	5.54%	2
2024 Q3	$30.5M	Buy	253,773 +3,810	+2%	+$442K	5.42%	7
2024 Q2	$28.5M	Buy	249,963 +247,896	+11,993%	+$28M	5.2%	8
2024 Q1	$237K	Buy	+2,067	New	+$209K	0.04%	94
2021 Q2	–	Sell	-348,417	Closed	-$29.3M	–	117
2021 Q1	$29.3M	Buy	348,417 +47	+0%	+$3.9K	5.98%	2
2020 Q4	$28.9M	Buy	348,370 +1,544	+0.4%	+$112K	6.1%	2
2020 Q3	$24.4M	Buy	+346,826	New	+$22.2M	6.56%	5

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

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

Affinity Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.67% in Q2 2026, selling an estimated $351K and leaving 320,484 shares worth $54.5M. The position accounts for 7.02% of the portfolio, ranked #2.

Affinity Wealth Management first reported a position in XMMO in Q3 2020 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Affinity Wealth Management held 320,484 shares of Invesco S&P MidCap Momentum ETF worth $54.5M as of Q2 2026.
Affinity Wealth Management sold 2,150 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $351K.
Invesco S&P MidCap Momentum ETF made up 7.02% of Affinity Wealth Management's portfolio in Q2 2026, its #2 holding.
Affinity Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and has held it in 13 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.