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

Arkadios 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	$2.99M	Sell	17,571 -4,753	-21%	-$775K	0.05%	402
2026 Q1	$3.24M	Sell	22,324 -13,827	-38%	-$2M	0.05%	361
2025 Q4	$5.01M	Buy	36,151 +26,924	+292%	+$3.68M	0.1%	221
2025 Q3	$1.25M	Buy	9,227 +6	+0.1%	+$790	0.03%	553
2025 Q2	$1.19M	Buy	9,221 +61	+0.7%	+$7.29K	0.04%	505
2025 Q1	$1.04M	Buy	9,160 +560	+7%	+$69K	0.04%	447
2024 Q4	$1.06M	Buy	8,600 +365	+4%	+$46.3K	0.06%	317
2024 Q3	$991K	Buy	8,235 +4,559	+124%	+$529K	0.06%	327
2024 Q2	$419K	Buy	+3,676	New	+$415K	0.03%	520
2021 Q4	–	Sell	-309	Closed	-$25K	–	1806
2021 Q3	$25K	Sell	309 -6,748	-96%	-$578K	﹤0.01%	1135
2021 Q2	$604K	Buy	7,057 +2	+0%	+$168	0.07%	288
2021 Q1	$591K	Buy	7,055 +4	+0.1%	+$332	0.1%	224
2020 Q4	$551K	Buy	7,051 +6,892	+4,335%	+$499K	0.12%	184
2020 Q3	$11.3K	Sell	159 -156	-50%	-$9.99K	0.01%	726
2020 Q2	$19K	Hold	315	–	–	0.01%	547
2020 Q1	$15.5K	Hold	315	–	–	0.01%	542
2019 Q4	$20.4K	Buy	+315	New	+$18.7K	0.01%	452

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

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

Arkadios Wealth Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 21% in Q2 2026, selling an estimated $775K and leaving 17,571 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #402.

Arkadios Wealth Advisors first reported a position in XMMO in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.01M in Q4 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Arkadios Wealth Advisors held 17,571 shares of Invesco S&P MidCap Momentum ETF worth $2.99M as of Q2 2026.
Arkadios Wealth Advisors sold 4,753 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $775K.
Invesco S&P MidCap Momentum ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #402 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 17 quarters since.
Arkadios Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $5.01M in Q4 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.