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

Baird 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	$489K	Sell	2,874 -715	-20%	-$117K	﹤0.01%	1555
2026 Q1	$520K	Sell	3,589 -876	-20%	-$127K	﹤0.01%	1465
2025 Q4	$618K	Sell	4,465 -383	-8%	-$52.4K	﹤0.01%	1398
2025 Q3	$656K	Sell	4,848 -779	-14%	-$103K	﹤0.01%	1383
2025 Q2	$724K	Sell	5,627 -586	-9%	-$70K	﹤0.01%	1298
2025 Q1	$707K	Buy	6,213 +230	+4%	+$28.3K	﹤0.01%	1290
2024 Q4	$739K	Buy	+5,983	New	+$759K	﹤0.01%	1266

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

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

Baird Financial Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 20% in Q2 2026, selling an estimated $117K and leaving 2,874 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Baird Financial Group first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $739K in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Baird Financial Group held 2,874 shares of Invesco S&P MidCap Momentum ETF worth $489K as of Q2 2026.
Baird Financial Group sold 715 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $117K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1555 holding.
Baird Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Baird Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $739K in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.