Atlas Legacy Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Atlas Legacy 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	$10.1M	Buy	59,242 +811	+1%	+$132K	1.49%	18
2026 Q1	$8.48M	Buy	58,431 +1,649	+3%	+$238K	1.54%	16
2025 Q4	$7.86M	Buy	56,782 +2,019	+4%	+$276K	1.38%	18
2025 Q3	$7.41M	Sell	54,763 -4,430	-7%	-$583K	1.43%	18
2025 Q2	$7.61M	Buy	59,193 +712	+1%	+$85.1K	1.68%	16
2025 Q1	$6.91M	Sell	58,481 -276	-0.5%	-$34K	1.76%	13
2024 Q4	$7.26M	Buy	+58,757	New	+$7.46M	1.76%	18

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

Atlas Legacy Advisors's XMMO Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.4% in Q2 2026, buying an estimated $132K and bringing the position to 59,242 shares worth $10.1M. The position accounts for 1.49% of the portfolio, ranked #18.

Atlas Legacy Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Atlas Legacy Advisors held 59,242 shares of Invesco S&P MidCap Momentum ETF worth $10.1M as of Q2 2026.
Atlas Legacy Advisors bought 811 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $132K.
Invesco S&P MidCap Momentum ETF made up 1.49% of Atlas Legacy Advisors's portfolio in Q2 2026, its #18 holding.
Atlas Legacy Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.