AFA
XMMO icon

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

American Financial 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
2025
Q3 		– Sell
-3,448
Closed -$444K – 166
2025
Q2 		$444K Sell
3,448
-400
-10% -$47.8K 0.06% 100
2025
Q1 		$438K Hold
3,848
– – 0.06% 87
2024
Q4 		$475K Hold
3,848
– – 0.07% 82
2024
Q3 		$463K Hold
3,848
– – 0.06% 86
2024
Q2 		$439K Sell
3,848
-2,500
-39% -$282K 0.06% 89
2024
Q1 		$729K Hold
6,348
– – 0.1% 70
2023
Q4 		$570K Sell
6,348
-262
-4% -$21.5K 0.08% 74
2023
Q3 		$532K Buy
6,610
+1
+0% +$81 0.08% 75
2023
Q2 		$526K Hold
6,609
– – 0.08% 81
2023
Q1 		$499K Buy
6,609
+1
+0% +$77 0.08% 85
2022
Q4 		$498K Buy
6,608
+1
+0% +$77 0.08% 81
2022
Q3 		$461K Buy
+6,607
New +$506K 0.08% 82
2022
Q2 		– Sell
-6,604
Closed -$570K – 132
2022
Q1 		$570K Buy
6,604
+1
+0% +$85 0.08% 78
2021
Q4 		$601K Hold
6,603
– – 0.08% 80
2021
Q3 		$556K Hold
6,603
– – 0.07% 82
2021
Q2 		$565K Hold
6,603
– – 0.08% 84
2021
Q1 		$553K Hold
6,603
– – 0.08% 80
2020
Q4 		$517K Buy
6,603
+3,024
+84% +$219K 0.07% 77
2020
Q3 		$237K Hold
3,579
– – 0.04% 92
2020
Q2 		$223K Sell
3,579
-3,022
-46% -$168K 0.04% 96
2020
Q1 		$355K Buy
6,601
+1
+0% +$58 0.06% 70
2019
Q4 		$382K Buy
6,600
+1
+0% +$59 0.07% 63
2019
Q3 		$385K Hold
6,599
– – 0.07% 63
2019
Q2 		$388K Hold
6,599
– – 0.08% 68
2019
Q1 		$373K Hold
6,599
– – 0.08% 74
2018
Q4 		$297K Buy
+6,599
New +$315K 0.07% 74

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

American Financial Advisors's XMMO Position: Q3 2025 in Review

American Financial Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2025, closing a stake of 3,448 shares — an estimated $444K sold.

American Financial Advisors first reported a position in XMMO in Q4 2018 and held it in 26 quarters. The position peaked at $729K in Q1 2024. 355 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

  • American Financial Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • American Financial Advisors sold 3,448 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $444K.
  • American Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and held it in 26 quarters.
  • American Financial Advisors's Invesco S&P MidCap Momentum ETF position peaked at $729K in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on American Financial Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.