Bessemer Group
XMMO icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return