AFG Fiduciary Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

AFG Fiduciary Services’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	–	Sell	-3,513	Closed	-$518K	–	93
2026 Q1	$518K	Hold	3,513	–	–	0.3%	54
2025 Q4	$493K	Hold	3,513	–	–	0.29%	55
2025 Q3	$475K	Hold	3,513	–	–	0.27%	57
2025 Q2	$452K	Hold	3,513	–	–	0.29%	54
2025 Q1	$390K	Hold	3,513	–	–	0.29%	49
2024 Q4	$450K	Hold	3,513	–	–	0.32%	45
2024 Q3	$432K	Hold	3,513	–	–	0.29%	45
2024 Q2	$412K	Hold	3,513	–	–	0.29%	46
2024 Q1	$398K	Hold	3,513	–	–	0.29%	50
2023 Q4	$312K	Sell	3,513 -1,166	-25%	-$95.8K	0.25%	55
2023 Q3	$368K	Hold	4,679	–	–	0.33%	47
2023 Q2	$377K	Hold	4,679	–	–	0.28%	56
2023 Q1	$353K	Buy	+4,679	New	+$359K	0.33%	44
2022 Q4	–	Sell	-4,679	Closed	-$326K	–	92
2022 Q3	$326K	Hold	4,679	–	–	0.31%	54
2022 Q2	$333K	Hold	4,679	–	–	0.29%	59
2022 Q1	$404K	Hold	4,679	–	–	0.28%	60
2021 Q4	$426K	Buy	+4,679	New	+$424K	0.3%	50

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

AFG Fiduciary Services's XMMO Position: Q2 2026 in Review

AFG Fiduciary Services sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 3,513 shares — an estimated $518K sold.

AFG Fiduciary Services first reported a position in XMMO in Q4 2021 and held it in 17 quarters. The position peaked at $518K in Q1 2026. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

AFG Fiduciary Services reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
AFG Fiduciary Services sold 3,513 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $518K.
AFG Fiduciary Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and held it in 17 quarters.
AFG Fiduciary Services's Invesco S&P MidCap Momentum ETF position peaked at $518K in Q1 2026.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.