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

Arete Wealth 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 		$5.21M Buy
+30,636
New +$5M 0.34% 73
2026
Q1 		– Sell
-26,942
Closed -$3.73M – 400
2025
Q4 		$3.73M Buy
26,942
+3,310
+14% +$453K 0.26% 95
2025
Q3 		$3.2M Buy
23,632
+4,062
+21% +$535K 0.2% 103
2025
Q2 		$2.52M Buy
19,570
+13,140
+204% +$1.57M 0.18% 117
2025
Q1 		$731K Sell
6,430
-2
-0% -$246 0.06% 300
2024
Q4 		$796K Buy
6,432
+1,065
+20% +$135K 0.06% 300
2024
Q3 		$643K Buy
5,367
+655
+14% +$76K 0.06% 310
2024
Q2 		$535K Buy
+4,712
New +$532K 0.04% 374
2024
Q1 		– Sell
-6,239
Closed -$560K – 759
2023
Q4 		$560K Buy
+6,239
New +$513K 0.04% 373
2023
Q3 		– Sell
-5,938
Closed -$472K – 749
2023
Q2 		$472K Buy
5,938
+799
+16% +$60.2K 0.04% 373
2023
Q1 		$388K Sell
5,139
-1,081
-17% -$82.8K 0.03% 405
2022
Q4 		$468K Sell
6,220
-95
-2% -$7.3K 0.04% 339
2022
Q3 		$441K Buy
6,315
+107
+2% +$8.19K 0.04% 327
2022
Q2 		$442K Buy
6,208
+597
+11% +$47.7K 0.04% 270
2022
Q1 		$484K Buy
5,611
+1,175
+26% +$100K 0.04% 288
2021
Q4 		$403K Buy
4,436
+1,086
+32% +$98.3K 0.03% 324
2021
Q3 		$282K Buy
3,350
+142
+4% +$12.2K 0.03% 338
2021
Q2 		$275K Buy
3,208
+789
+33% +$66.2K 0.04% 278
2021
Q1 		$203K Sell
2,419
-949
-28% -$78.8K 0.03% 397
2020
Q4 		$264K Buy
+3,368
New +$244K 0.04% 330

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

Arete Wealth Advisors's XMMO Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 30,636 shares worth $5.21M. The stake represents 0.34% of the portfolio and ranks #73 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in XMMO as recently as Q4 2025.

Arete Wealth Advisors first reported a position in XMMO in Q4 2020 and has held it in 20 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Arete Wealth Advisors held 30,636 shares of Invesco S&P MidCap Momentum ETF worth $5.21M as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Arete Wealth Advisors position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.34% of Arete Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Arete Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 20 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.