Ameritas Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ameritas Advisory Services’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	$14.2M	Buy	83,256 +69,840	+521%	+$11.4M	0.29%	85
2026 Q1	$1.95M	Buy	13,416 +736	+6%	+$106K	0.08%	232
2025 Q4	$1.76M	Buy	12,680 +7,497	+145%	+$1.03M	0.07%	250
2025 Q3	$701K	Sell	5,183 -35,397	-87%	-$4.66M	0.05%	313
2025 Q2	$5.22M	Sell	40,580 -879	-2%	-$105K	0.27%	74
2025 Q1	$4.73M	Buy	41,459 +1,297	+3%	+$160K	0.19%	119
2024 Q4	$4.96M	Sell	40,162 -3,781	-9%	-$480K	0.17%	124
2024 Q3	$5.29M	Buy	43,943 +9,304	+27%	+$1.08M	0.23%	103
2024 Q2	$3.95M	Sell	34,639 -294	-0.8%	-$33.2K	0.15%	141
2024 Q1	$4.01M	Buy	34,933 +6,445	+23%	+$653K	0.17%	123
2023 Q4	$2.57M	Buy	28,488 +25,857	+983%	+$2.13M	0.14%	142
2023 Q3	$210K	Buy	+2,631	New	+$214K	0.01%	740
2023 Q2	–	Sell	-3,123	Closed	-$236K	–	2556
2023 Q1	$236K	Sell	3,123 -6,907	-69%	-$529K	0.01%	718
2022 Q4	$755K	Sell	10,030 -6,478	-39%	-$498K	0.04%	421
2022 Q3	$1.15M	Buy	16,508 +613	+4%	+$46.9K	0.07%	255
2022 Q2	$1.13M	Sell	15,895 -5,038	-24%	-$402K	0.07%	269
2022 Q1	$1.81M	Sell	20,933 -1,154	-5%	-$98.4K	0.07%	229
2021 Q4	$2.01M	Buy	+22,087	New	+$2M	0.07%	215

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

Ameritas Advisory Services's XMMO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 521% in Q2 2026, buying an estimated $11.4M and bringing the position to 83,256 shares worth $14.2M. The position accounts for 0.29% of the portfolio, ranked #85.

Ameritas Advisory Services first reported a position in XMMO in Q4 2021 and has held it in 18 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Ameritas Advisory Services held 83,256 shares of Invesco S&P MidCap Momentum ETF worth $14.2M as of Q2 2026.
Ameritas Advisory Services bought 69,840 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $11.4M.
Invesco S&P MidCap Momentum ETF made up 0.29% of Ameritas Advisory Services's portfolio in Q2 2026, its #85 holding.
Ameritas Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 18 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.