B. Riley Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

B. Riley Wealth 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	$8.99M	Buy	53,703 +48,626	+958%	+$7.93M	0.48%	42
2026 Q1	$706K	Buy	+5,077	New	+$734K	0.04%	364
2025 Q3	–	Sell	-41,644	Closed	-$5.36M	–	1188
2025 Q2	$5.36M	Buy	+41,644	New	+$4.98M	0.25%	84
2024 Q4	$11.9M	Buy	96,015 +42,231	+79%	+$5.36M	0.39%	46
2024 Q3	$6.44M	Buy	53,784 +48,459	+910%	+$5.62M	0.18%	131
2024 Q2	$607K	Buy	+5,325	New	+$601K	0.02%	726

Other funds holding XMMO

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

B. Riley Wealth Advisors's XMMO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 958% in Q2 2026, buying an estimated $7.93M and bringing the position to 53,703 shares worth $8.99M. The position accounts for 0.48% of the portfolio, ranked #42.

B. Riley Wealth Advisors first reported a position in XMMO in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2024. 86 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

B. Riley Wealth Advisors held 53,703 shares of Invesco S&P MidCap Momentum ETF worth $8.99M as of Q2 2026.
B. Riley Wealth Advisors bought 48,626 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $7.93M.
Invesco S&P MidCap Momentum ETF made up 0.48% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #42 holding.
B. Riley Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 6 quarters since.
B. Riley Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $11.9M in Q4 2024.
86 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.