Barometer Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Barometer Capital 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	$289K	Sell	1,700 -700	-29%	-$114K	0.08%	127
2026 Q1	$348K	Buy	+2,400	New	+$347K	0.12%	105
2025 Q1	–	Sell	-4,600	Closed	-$524K	–	202
2024 Q4	$524K	Sell	4,600 -1,500	-25%	-$190K	0.21%	66
2024 Q3	$734K	Buy	6,100 +1,500	+33%	+$174K	0.21%	57
2024 Q2	$524K	Buy	+4,600	New	+$519K	0.2%	67
2019 Q4	–	Sell	-38,700	Closed	-$2.25M	–	189
2019 Q3	$2.25M	Sell	38,700 -26,200	-40%	-$1.54M	0.24%	91
2019 Q2	$3.82M	Buy	64,900 +27,700	+74%	+$1.6M	0.5%	64
2019 Q1	$2.1M	Buy	+37,200	New	+$1.96M	0.24%	105

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

Barometer Capital Management's XMMO Position: Q2 2026 in Review

Barometer Capital Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 29% in Q2 2026, selling an estimated $114K and leaving 1,700 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #127.

Barometer Capital Management first reported a position in XMMO in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.82M in Q2 2019. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Barometer Capital Management held 1,700 shares of Invesco S&P MidCap Momentum ETF worth $289K as of Q2 2026.
Barometer Capital Management sold 700 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $114K.
Invesco S&P MidCap Momentum ETF made up 0.08% of Barometer Capital Management's portfolio in Q2 2026, its #127 holding.
Barometer Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and has held it in 8 quarters since.
Barometer Capital Management's Invesco S&P MidCap Momentum ETF position peaked at $3.82M in Q2 2019.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.