Ameritas Investment Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ameritas Investment Partners’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	$20.6M	Buy	120,954 +98,151	+430%	+$16M	0.55%	27
2026 Q1	$3.31M	Buy	22,803 +8,611	+61%	+$1.25M	0.1%	191
2025 Q4	$1.97M	Sell	14,192 -9,914	-41%	-$1.36M	0.06%	344
2025 Q3	$3.26M	Buy	24,106 +1,271	+6%	+$167K	0.1%	188
2025 Q2	$2.94M	Buy	22,835 +2,522	+12%	+$301K	0.09%	209
2025 Q1	$2.31M	Buy	20,313 +2,317	+13%	+$285K	0.08%	266
2024 Q4	$2.22M	Buy	+17,996	New	+$2.28M	0.07%	286

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 Investment Partners's XMMO Position: Q2 2026 in Review

Ameritas Investment Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 430% in Q2 2026, buying an estimated $16M and bringing the position to 120,954 shares worth $20.6M. The position accounts for 0.55% of the portfolio, ranked #27.

Ameritas Investment Partners first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Ameritas Investment Partners held 120,954 shares of Invesco S&P MidCap Momentum ETF worth $20.6M as of Q2 2026.
Ameritas Investment Partners bought 98,151 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $16M.
Invesco S&P MidCap Momentum ETF made up 0.55% of Ameritas Investment Partners's portfolio in Q2 2026, its #27 holding.
Ameritas Investment Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.