AssetMark Inc
XMMO icon

AssetMark Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

AssetMark Inc’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 		$129K Buy
757
+316
+72% +$51.5K ﹤0.01% 1562
2026
Q1 		$64K Buy
441
+12
+3% +$1.74K ﹤0.01% 1671
2025
Q4 		$59.4K Buy
429
+8
+2% +$1.09K ﹤0.01% 1651
2025
Q3 		$56.9K Buy
421
+276
+190% +$36.3K ﹤0.01% 1593
2025
Q2 		$18.7K Sell
145
-4,682
-97% -$559K ﹤0.01% 1823
2025
Q1 		$549K Buy
4,827
+4,083
+549% +$503K ﹤0.01% 963
2024
Q4 		$91.9K Buy
744
+611
+459% +$77.5K ﹤0.01% 1268
2024
Q3 		$16K Buy
+133
New +$15.4K ﹤0.01% 1543
2024
Q2 		– Sell
-2
Closed -$230 – 2252
2024
Q1 		$230 Sell
2
-228
-99% -$23.1K ﹤0.01% 1783
2023
Q4 		$20.7K Buy
+230
New +$18.9K ﹤0.01% 1286
2023
Q3 		– Sell
-126
Closed -$10K – 1813
2023
Q2 		$10K Buy
+126
New +$9.5K ﹤0.01% 1291
2023
Q1 		– Sell
-186
Closed -$14K – 1720
2022
Q4 		$14K Buy
+186
New +$14.3K ﹤0.01% 1258
2021
Q1 		– Sell
-76
Closed -$6K – 1557
2020
Q4 		$6K Buy
+76
New +$5.5K ﹤0.01% 1015

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

AssetMark Inc's XMMO Position: Q2 2026 in Review

AssetMark Inc increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 72% in Q2 2026, buying an estimated $51.5K and bringing the position to 757 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

AssetMark Inc first reported a position in XMMO in Q4 2020 and has held it in 13 quarters since. The position peaked at $549K in Q1 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • AssetMark Inc held 757 shares of Invesco S&P MidCap Momentum ETF worth $129K as of Q2 2026.
  • AssetMark Inc bought 316 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $51.5K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1562 holding.
  • AssetMark Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 13 quarters since.
  • AssetMark Inc's Invesco S&P MidCap Momentum ETF position peaked at $549K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.