Alpha Capital Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Alpha Capital Advisors’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	$310K	Sell	1,824 -386	-17%	-$63K	0.27%	28
2026 Q1	$320K	Buy	2,210 +4	+0.2%	+$579	0.31%	28
2025 Q4	$314K	Buy	+2,206	New	+$302K	0.29%	28

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

Alpha Capital Advisors's XMMO Position: Q2 2026 in Review

Alpha Capital Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 17% in Q2 2026, selling an estimated $63K and leaving 1,824 shares worth $310K. The position accounts for 0.27% of the portfolio, ranked #28.

Alpha Capital Advisors first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q1 2026. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Alpha Capital Advisors held 1,824 shares of Invesco S&P MidCap Momentum ETF worth $310K as of Q2 2026.
Alpha Capital Advisors sold 386 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $63K.
Invesco S&P MidCap Momentum ETF made up 0.27% of Alpha Capital Advisors's portfolio in Q2 2026, its #28 holding.
Alpha Capital Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
Alpha Capital Advisors's Invesco S&P MidCap Momentum ETF position peaked at $320K in Q1 2026.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Alpha Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.