Beacon Capital Management Inc (Ohio)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$30.3K	Hold	178	–	–	﹤0.01%	78
2026 Q1	$25.8K	Hold	178	–	–	﹤0.01%	84
2025 Q4	$24.6K	Sell	178 -1	-0.6%	-$137	﹤0.01%	76
2025 Q3	$24.2K	Sell	179 -209	-54%	-$27.5K	﹤0.01%	79
2025 Q2	$49.9K	Buy	+388	New	+$46.4K	﹤0.01%	52
2024 Q1	–	Sell	-423	Closed	-$38K	–	64
2023 Q4	$38K	Sell	423 -61	-13%	-$5.01K	﹤0.01%	41
2023 Q3	$39K	Sell	484 -2	-0.4%	-$163	﹤0.01%	35
2023 Q2	$38.6K	Hold	486	–	–	﹤0.01%	36
2023 Q1	$36.7K	Hold	486	–	–	﹤0.01%	42
2022 Q4	$36.6K	Sell	486 -34	-7%	-$2.61K	﹤0.01%	43
2022 Q3	$36K	Hold	520	–	–	﹤0.01%	43
2022 Q2	$37K	Sell	520 -4	-0.8%	-$320	﹤0.01%	45
2022 Q1	$45K	Sell	524 -1	-0.2%	-$85	﹤0.01%	43
2021 Q4	$48K	Sell	525 -18	-3%	-$1.63K	﹤0.01%	42
2021 Q3	$46K	Buy	+543	New	+$46.5K	﹤0.01%	40
2021 Q2	–	Sell	-543	Closed	-$46K	–	57
2021 Q1	$46K	Sell	543 -73	-12%	-$6.06K	﹤0.01%	34
2020 Q4	$48K	Sell	616 -136	-18%	-$9.84K	﹤0.01%	34
2020 Q3	$50K	Sell	752 -7	-0.9%	-$448	﹤0.01%	31
2020 Q2	$45K	Sell	759 -209	-22%	-$11.6K	﹤0.01%	33
2020 Q1	$48K	Sell	968 -10	-1%	-$584	﹤0.01%	34
2019 Q4	$60K	Sell	978 -22	-2%	-$1.3K	﹤0.01%	33
2019 Q3	$58K	Sell	1,000 -2	-0.2%	-$118	﹤0.01%	32
2019 Q2	$59K	Sell	1,002 -292	-23%	-$16.9K	﹤0.01%	36
2019 Q1	$73K	Sell	1,294 -147	-10%	-$7.73K	﹤0.01%	34
2018 Q4	$65K	Sell	1,441 -192	-12%	-$9.17K	﹤0.01%	32
2018 Q3	$89K	Sell	1,633 -215	-12%	-$11.3K	﹤0.01%	31
2018 Q2	$90K	Buy	+1,848	New	+$88.5K	﹤0.01%	39

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

Beacon Capital Management Inc (Ohio)'s XMMO Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 178 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Beacon Capital Management Inc (Ohio) first reported a position in XMMO in Q2 2018 and has held it in 27 quarters since. The position peaked at $90K in Q2 2018. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 178 shares of Invesco S&P MidCap Momentum ETF worth $30.3K as of Q2 2026.
Beacon Capital Management Inc (Ohio) left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #78 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 27 quarters since.
Beacon Capital Management Inc (Ohio)'s Invesco S&P MidCap Momentum ETF position peaked at $90K in Q2 2018.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.