Axxcess Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Axxcess Wealth Management’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	$9.14M	Buy	+53,723	New	+$8.76M	0.15%	141
2026 Q1	–	Sell	-61,102	Closed	-$8.46M	–	1020
2025 Q4	$8.46M	Buy	61,102 +53,708	+726%	+$7.34M	0.15%	141
2025 Q3	$1,000K	Buy	+7,394	New	+$973K	0.02%	444
2025 Q1	–	Sell	-15,583	Closed	-$1.92M	–	945
2024 Q4	$1.92M	Buy	+15,583	New	+$1.98M	0.05%	283

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

Axxcess Wealth Management's XMMO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 53,723 shares worth $9.14M. The stake represents 0.15% of the portfolio and ranks #141 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XMMO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Axxcess Wealth Management held 53,723 shares of Invesco S&P MidCap Momentum ETF worth $9.14M as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.15% of Axxcess Wealth Management's portfolio in Q2 2026, its #141 holding.
Axxcess Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 4 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.