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

American Trust’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 		$1.44M Sell
8,488
-3
-0% -$489 0.11% 90
2026
Q1 		$1.23M Buy
8,491
+624
+8% +$90.3K 0.11% 95
2025
Q4 		$1.09M Sell
7,867
-513
-6% -$70.1K 0.09% 113
2025
Q3 		$1.13M Buy
8,380
+125
+2% +$16.5K 0.1% 115
2025
Q2 		$1.06M Buy
+8,255
New +$986K 0.1% 106
2025
Q1 		– Sell
-8,094
Closed -$1,000K – 317
2024
Q4 		$1,000K Buy
8,094
+259
+3% +$32.9K 0.08% 126
2024
Q3 		$943K Buy
7,835
+84
+1% +$9.74K 0.08% 101
2024
Q2 		$884K Buy
7,751
+364
+5% +$41.1K 0.07% 96
2024
Q1 		$848K Buy
7,387
+192
+3% +$19.5K 0.07% 103
2023
Q4 		$646K Sell
7,195
-1,645
-19% -$135K 0.05% 119
2023
Q3 		$712K Buy
8,840
+452
+5% +$36.7K 0.06% 122
2023
Q2 		$667K Buy
8,388
+258
+3% +$19.5K 0.05% 180
2023
Q1 		$610K Sell
8,130
-92
-1% -$7.05K 0.04% 185
2022
Q4 		$619K Buy
8,222
+1,811
+28% +$139K 0.06% 183
2022
Q3 		$447K Sell
6,411
-1,181
-16% -$90.4K 0.04% 214
2022
Q2 		$540K Sell
7,592
-101
-1% -$8.07K 0.04% 202
2022
Q1 		$664K Buy
+7,693
New +$656K 0.04% 199

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

American Trust's XMMO Position: Q2 2026 in Review

American Trust reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.04% in Q2 2026, selling an estimated $489 and leaving 8,488 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #90.

American Trust first reported a position in XMMO in Q1 2022 and has held it in 17 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • American Trust held 8,488 shares of Invesco S&P MidCap Momentum ETF worth $1.44M as of Q2 2026.
  • American Trust sold 3 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $489.
  • Invesco S&P MidCap Momentum ETF made up 0.11% of American Trust's portfolio in Q2 2026, its #90 holding.
  • American Trust first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2022 and has held it in 17 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.