Belpointe Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Belpointe Asset 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	$6.02M	Buy	35,353 +11,098	+46%	+$1.81M	0.2%	95
2026 Q1	$3.52M	Buy	24,255 +3,364	+16%	+$487K	0.13%	143
2025 Q4	$2.89M	Buy	20,891 +6,098	+41%	+$834K	0.1%	167
2025 Q3	$2M	Sell	14,793 -198	-1%	-$26.1K	0.08%	222
2025 Q2	$1.93M	Sell	14,991 -18,647	-55%	-$2.23M	0.08%	211
2025 Q1	$3.83M	Buy	33,638 +25,547	+316%	+$3.15M	0.2%	97
2024 Q4	$958K	Sell	8,091 -2,269	-22%	-$288K	0.06%	326
2024 Q3	$1.25M	Buy	10,360 +4,553	+78%	+$528K	0.07%	263
2024 Q2	$662K	Buy	5,807 +1,152	+25%	+$130K	0.05%	390
2024 Q1	$535K	Buy	+4,655	New	+$472K	0.04%	421
2023 Q2	–	Sell	-10,610	Closed	-$801K	–	3418
2023 Q1	$801K	Sell	10,610 -6,169	-37%	-$473K	0.04%	396
2022 Q4	$1.26M	Buy	16,779 +7,346	+78%	+$564K	0.08%	265
2022 Q3	$658K	Buy	+9,433	New	+$722K	0.04%	413
2022 Q1	–	Sell	-3,936	Closed	-$357K	–	1320
2021 Q4	$357K	Buy	+3,936	New	+$356K	0.02%	636

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

Belpointe Asset Management's XMMO Position: Q2 2026 in Review

Belpointe Asset Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 46% in Q2 2026, buying an estimated $1.81M and bringing the position to 35,353 shares worth $6.02M. The position accounts for 0.2% of the portfolio, ranked #95.

Belpointe Asset Management first reported a position in XMMO in Q4 2021 and has held it in 14 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Belpointe Asset Management held 35,353 shares of Invesco S&P MidCap Momentum ETF worth $6.02M as of Q2 2026.
Belpointe Asset Management bought 11,098 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.81M.
Invesco S&P MidCap Momentum ETF made up 0.2% of Belpointe Asset Management's portfolio in Q2 2026, its #95 holding.
Belpointe Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 14 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.