AAS
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Avantax Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$9.31M Buy
72,404
+2,393
+3% +$286K 0.05% 285
2025
Q1 		$7.96M Buy
70,011
+2,684
+4% +$331K 0.05% 299
2024
Q4 		$8.32M Buy
67,327
+5,285
+9% +$671K 0.05% 269
2024
Q3 		$7.47M Buy
62,042
+7,433
+14% +$862K 0.05% 295
2024
Q2 		$6.22M Buy
54,609
+4,632
+9% +$523K 0.04% 314
2024
Q1 		$5.74M Buy
49,977
+13,607
+37% +$1.38M 0.05% 282
2023
Q4 		$3.27M Buy
36,370
+8,486
+30% +$697K 0.03% 378
2023
Q3 		$2.24M Buy
27,884
+2,540
+10% +$206K 0.03% 430
2023
Q2 		$2.02M Sell
25,344
-1,042
-4% -$78.6K 0.02% 447
2023
Q1 		$1.99M Buy
26,386
+7,327
+38% +$561K 0.02% 447
2022
Q4 		$1.44M Buy
19,059
+14,443
+313% +$1.11M 0.02% 515
2022
Q3 		$322K Buy
4,616
+1,379
+43% +$106K ﹤0.01% 967
2022
Q2 		$230K Sell
3,237
-449
-12% -$35.9K ﹤0.01% 1145
2022
Q1 		$317K Buy
3,686
+331
+10% +$28.2K ﹤0.01% 970
2021
Q4 		$305K Buy
3,355
+2
+0.1% +$181 ﹤0.01% 969
2021
Q3 		$282K Buy
3,353
+301
+10% +$25.8K ﹤0.01% 955
2021
Q2 		$262K Buy
3,052
+124
+4% +$10.4K ﹤0.01% 963
2021
Q1 		$245K Sell
2,928
-364
-11% -$30.2K 0.01% 891
2020
Q4 		$257K Sell
3,292
-2,440
-43% -$177K 0.01% 791
2020
Q3 		$381K Buy
+5,732
New +$367K 0.01% 913

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Avantax Advisory Services's XMMO Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.4% in Q2 2025, buying an estimated $286K and bringing the position to 72,404 shares worth $9.31M. The position accounts for 0.05% of the portfolio, ranked #285.

Avantax Advisory Services first reported a position in XMMO in Q3 2020 and has held it in 20 quarters since. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • Avantax Advisory Services held 72,404 shares of Invesco S&P MidCap Momentum ETF worth $9.31M as of Q2 2025.
  • Avantax Advisory Services bought 2,393 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $286K.
  • Invesco S&P MidCap Momentum ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #285 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and has held it in 20 quarters since.
  • 351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.