Beacon Pointe Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Beacon Pointe 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	$1.32M	Buy	7,763 +938	+14%	+$153K	0.01%	916
2026 Q1	$990K	Buy	6,825 +556	+9%	+$80.4K	0.01%	998
2025 Q4	$868K	Buy	6,269 +2	+0%	+$273	0.01%	878
2025 Q3	$847K	Buy	6,267 +3,600	+135%	+$474K	0.01%	820
2025 Q2	$343K	Buy	2,667 +303	+13%	+$36.2K	﹤0.01%	996
2025 Q1	$269K	Buy	2,364 +3	+0.1%	+$370	﹤0.01%	1065
2024 Q4	$292K	Buy	+2,361	New	+$300K	﹤0.01%	1022

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 Pointe Advisors's XMMO Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 14% in Q2 2026, buying an estimated $153K and bringing the position to 7,763 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #916.

Beacon Pointe Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Beacon Pointe Advisors held 7,763 shares of Invesco S&P MidCap Momentum ETF worth $1.32M as of Q2 2026.
Beacon Pointe Advisors bought 938 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $153K.
Invesco S&P MidCap Momentum ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #916 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.