Bank of Montreal’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Bank of Montreal’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	$345K	Buy	2,025 +712	+54%	+$116K	﹤0.01%	2689
2026 Q1	$190K	Hold	1,313	–	–	﹤0.01%	2937
2025 Q4	$182K	Buy	1,313 +438	+50%	+$59.9K	﹤0.01%	2879
2025 Q3	$118K	Hold	875	–	–	﹤0.01%	2927
2025 Q2	$113K	Sell	875 -450	-34%	-$53.8K	﹤0.01%	2960
2025 Q1	$151K	Hold	1,325	–	–	﹤0.01%	2814
2024 Q4	$164K	Buy	1,325 +375	+39%	+$47.6K	﹤0.01%	2822
2024 Q3	$114K	Buy	+950	New	+$110K	﹤0.01%	3205
2024 Q2	–	Sell	-70	Closed	-$8.06K	–	4294
2024 Q1	$8.06K	Buy	+70	New	+$7.09K	﹤0.01%	3703

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of Montreal's XMMO Position: Q2 2026 in Review

Bank of Montreal increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 54% in Q2 2026, buying an estimated $116K and bringing the position to 2,025 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Bank of Montreal first reported a position in XMMO in Q1 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Bank of Montreal held 2,025 shares of Invesco S&P MidCap Momentum ETF worth $345K as of Q2 2026.
Bank of Montreal bought 712 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $116K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2689 holding.
Bank of Montreal first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 9 quarters since.
462 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.