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ACA
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
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
–
476
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
VIA
Vantagepoint Investment Advisers
Washington, District of Columbia
$11.8B AUM
9.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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