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

Aptus Capital 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 		$103K Sell
608
-9
-1% -$1.47K ﹤0.01% 1247
2026
Q1 		$89.5K Sell
617
-251
-29% -$36.3K ﹤0.01% 1176
2025
Q4 		$120K Buy
868
+485
+127% +$66.3K ﹤0.01% 1132
2025
Q3 		$51.8K Buy
383
+367
+2,294% +$48.3K ﹤0.01% 1225
2025
Q2 		$2.06K Hold
16
– – ﹤0.01% 1478
2025
Q1 		$1.82K Sell
16
-219
-93% -$27K ﹤0.01% 1389
2024
Q4 		$29.1K Buy
235
+200
+571% +$25.4K ﹤0.01% 1165
2024
Q3 		$4.21K Hold
35
– – ﹤0.01% 1152
2024
Q2 		$3.99K Buy
+35
New +$3.95K ﹤0.01% 1088
2023
Q1 		– Sell
-3,091
Closed -$233K – 917
2022
Q4 		$233K Buy
3,091
+29
+0.9% +$2.23K 0.01% 452
2022
Q3 		$214K Buy
+3,062
New +$234K 0.01% 429
2020
Q2 		– Sell
-91
Closed -$4K – 475
2020
Q1 		$4K Hold
91
– – ﹤0.01% 387
2019
Q4 		$5K Buy
+91
New +$5.4K ﹤0.01% 473

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

Aptus Capital Advisors's XMMO Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.5% in Q2 2026, selling an estimated $1.47K and leaving 608 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Aptus Capital Advisors first reported a position in XMMO in Q4 2019 and has held it in 13 quarters since. The position peaked at $233K in Q4 2022. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Aptus Capital Advisors held 608 shares of Invesco S&P MidCap Momentum ETF worth $103K as of Q2 2026.
  • Aptus Capital Advisors sold 9 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.47K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1247 holding.
  • Aptus Capital Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 13 quarters since.
  • Aptus Capital Advisors's Invesco S&P MidCap Momentum ETF position peaked at $233K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.