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

Ancora 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
2026 Q2	$2.9M	Buy	17,061 +6,630	+64%	+$1.08M	0.06%	261
2026 Q1	$1.51M	Sell	10,431 -121	-1%	-$17.5K	0.03%	325
2025 Q4	$1.46M	Buy	10,552 +2,034	+24%	+$278K	0.03%	341
2025 Q3	$1.15M	Sell	8,518 -31	-0.4%	-$4.08K	0.02%	396
2025 Q2	$1.1M	Sell	8,549 -148	-2%	-$17.7K	0.02%	384
2025 Q1	$989K	Sell	8,697 -1,864	-18%	-$230K	0.02%	395
2024 Q4	$1.3M	Buy	10,561 +6,043	+134%	+$767K	0.03%	349
2024 Q3	$544K	Buy	+4,518	New	+$524K	0.01%	491

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

Ancora Advisors's XMMO Position: Q2 2026 in Review

Ancora Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 64% in Q2 2026, buying an estimated $1.08M and bringing the position to 17,061 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #261.

Ancora Advisors first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Ancora Advisors held 17,061 shares of Invesco S&P MidCap Momentum ETF worth $2.9M as of Q2 2026.
Ancora Advisors bought 6,630 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.08M.
Invesco S&P MidCap Momentum ETF made up 0.06% of Ancora Advisors's portfolio in Q2 2026, its #261 holding.
Ancora Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.