Allworth Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Allworth Financial’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	$157K	Hold	925	–	–	﹤0.01%	1654
2026 Q1	$134K	Sell	925 -598	-39%	-$86.5K	﹤0.01%	1642
2025 Q4	$211K	Buy	1,523 +998	+190%	+$136K	﹤0.01%	1319
2025 Q3	$71K	Hold	525	–	–	﹤0.01%	1882
2025 Q2	$67.5K	Buy	+525	New	+$62.7K	﹤0.01%	1769
2025 Q1	–	Sell	-46	Closed	-$5.67K	–	4025
2024 Q4	$6.13K	Buy	+46	New	+$5.84K	﹤0.01%	2663

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 22.9% 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

Allworth Financial's XMMO Position: Q2 2026 in Review

Allworth Financial held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 925 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Allworth Financial first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $211K in Q4 2025. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Allworth Financial held 925 shares of Invesco S&P MidCap Momentum ETF worth $157K as of Q2 2026.
Allworth Financial left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1654 holding.
Allworth Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Allworth Financial's Invesco S&P MidCap Momentum ETF position peaked at $211K in Q4 2025.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.