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

Apexium Financial’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 		$564K Buy
4,174
+2,324
+126% +$306K 0.03% 179
2025
Q2 		$238K Hold
1,850
– – 0.01% 252
2025
Q1 		$210K Hold
1,850
– – 0.01% 265
2024
Q4 		$229K Buy
+1,850
New +$235K 0.01% 239

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apexium Financial's XMMO Position: Q3 2025 in Review

Apexium Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 126% in Q3 2025, buying an estimated $306K and bringing the position to 4,174 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #179.

Apexium Financial first reported a position in XMMO in Q4 2024 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

  • Apexium Financial held 4,174 shares of Invesco S&P MidCap Momentum ETF worth $564K as of Q3 2025.
  • Apexium Financial bought 2,324 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $306K.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #179 holding.
  • Apexium Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.