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Atomi Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Atomi Financial Group’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 		$221K Buy
+1,298
New +$212K 0.01% 1171
2025
Q1 		– Sell
-4,036
Closed -$499K – 1130
2024
Q4 		$499K Buy
+4,036
New +$512K 0.03% 481

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

Atomi Financial Group's XMMO Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,298 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in XMMO as recently as Q4 2024.

Atomi Financial Group first reported a position in XMMO in Q4 2024 and has held it in 2 quarters since. The position peaked at $499K in Q4 2024. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Atomi Financial Group held 1,298 shares of Invesco S&P MidCap Momentum ETF worth $221K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Atomi Financial Group position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1171 holding.
  • Atomi Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • Atomi Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $499K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.