Benjamin Edwards Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Benjamin Edwards Inc’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	$5.95M	Buy	34,981 +272	+0.8%	+$44.4K	0.05%	316
2026 Q1	$5.04M	Buy	34,709 +420	+1%	+$60.7K	0.05%	330
2025 Q4	$4.75M	Buy	34,289 +352	+1%	+$48.1K	0.05%	320
2025 Q3	$4.59M	Buy	33,937 +760	+2%	+$100K	0.05%	317
2025 Q2	$4.27M	Buy	33,177 +11,534	+53%	+$1.38M	0.05%	306
2025 Q1	$2.46M	Sell	21,643 -123	-0.6%	-$15.2K	0.03%	374
2024 Q4	$2.69M	Buy	21,766 +2,836	+15%	+$360K	0.04%	374
2024 Q3	$2.28M	Buy	+18,930	New	+$2.2M	0.03%	408

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

Benjamin Edwards Inc's XMMO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.78% in Q2 2026, buying an estimated $44.4K and bringing the position to 34,981 shares worth $5.95M. The position accounts for 0.05% of the portfolio, ranked #316.

Benjamin Edwards Inc first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Benjamin Edwards Inc held 34,981 shares of Invesco S&P MidCap Momentum ETF worth $5.95M as of Q2 2026.
Benjamin Edwards Inc bought 272 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $44.4K.
Invesco S&P MidCap Momentum ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #316 holding.
Benjamin Edwards Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.