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

AlphaCore Capital’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
-249
Closed -$36.1K – 1563
2026
Q1 		$36.1K Hold
249
– – ﹤0.01% 1030
2025
Q4 		$34.5K Buy
+249
New +$34K ﹤0.01% 1201

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

AlphaCore Capital's XMMO Position: Q2 2026 in Review

AlphaCore Capital sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 249 shares — an estimated $36.1K sold.

AlphaCore Capital first reported a position in XMMO in Q4 2025 and held it in 2 quarters. The position peaked at $36.1K in Q1 2026. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • AlphaCore Capital reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • AlphaCore Capital sold 249 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $36.1K.
  • AlphaCore Capital first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and held it in 2 quarters.
  • AlphaCore Capital's Invesco S&P MidCap Momentum ETF position peaked at $36.1K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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