Bessemer Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Bessemer Group’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	$817K	Sell	4,803 -80	-2%	-$13K	﹤0.01%	1041
2026 Q1	$708K	Buy	4,883 +3,571	+272%	+$516K	﹤0.01%	1038
2025 Q4	$182K	Hold	1,312	–	–	﹤0.01%	1367
2025 Q3	$177K	Hold	1,312	–	–	﹤0.01%	1153
2025 Q2	$169K	Hold	1,312	–	–	﹤0.01%	1122
2025 Q1	$149K	Hold	1,312	–	–	﹤0.01%	1143
2024 Q4	$162K	Hold	1,312	–	–	﹤0.01%	1114
2024 Q3	$158K	Hold	1,312	–	–	﹤0.01%	1173
2024 Q2	$150K	Sell	1,312 -101	-7%	-$11.4K	﹤0.01%	1071
2024 Q1	$162K	Hold	1,413	–	–	﹤0.01%	1062
2023 Q4	$127K	Hold	1,413	–	–	﹤0.01%	1162
2023 Q3	$113K	Hold	1,413	–	–	﹤0.01%	1168
2023 Q2	$112K	Sell	1,413 -254	-15%	-$19.1K	﹤0.01%	1191
2023 Q1	$126K	Buy	+1,667	New	+$128K	﹤0.01%	1020

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

Bessemer Group's XMMO Position: Q2 2026 in Review

Bessemer Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.6% in Q2 2026, selling an estimated $13K and leaving 4,803 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Bessemer Group first reported a position in XMMO in Q1 2023 and has held it in 14 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Bessemer Group held 4,803 shares of Invesco S&P MidCap Momentum ETF worth $817K as of Q2 2026.
Bessemer Group sold 80 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $13K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1041 holding.
Bessemer Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 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 Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.