Bay Colony Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Bay Colony 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	$331K	Buy	1,945 +229	+13%	+$37.4K	0.04%	354
2026 Q1	$249K	Buy	1,716 +64	+4%	+$9.26K	0.03%	427
2025 Q4	$229K	Sell	1,652 -28	-2%	-$3.83K	0.03%	448
2025 Q3	$227K	Sell	1,680 -378	-18%	-$49.8K	0.03%	456
2025 Q2	$265K	Sell	2,058 -437	-18%	-$52.2K	0.04%	374
2025 Q1	$282K	Sell	2,495 -1,108	-31%	-$137K	0.04%	348
2024 Q4	$445K	Buy	+3,603	New	+$457K	0.07%	267

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

Bay Colony Advisors's XMMO Position: Q2 2026 in Review

Bay Colony Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,945 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #354.

Bay Colony Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $445K in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Bay Colony Advisors held 1,945 shares of Invesco S&P MidCap Momentum ETF worth $331K as of Q2 2026.
Bay Colony Advisors bought 229 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $37.4K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #354 holding.
Bay Colony Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Bay Colony Advisors's Invesco S&P MidCap Momentum ETF position peaked at $445K in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.