Betterment LLC
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Betterment LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Betterment LLC’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
2025
Q2 		– Sell
-1,789
Closed -$204K – 508
2025
Q1 		$204K Sell
1,789
-984
-35% -$121K ﹤0.01% 457
2024
Q4 		$343K Sell
2,773
-3,580
-56% -$454K ﹤0.01% 367
2024
Q3 		$764K Buy
6,353
+1,529
+32% +$177K ﹤0.01% 263
2024
Q2 		$550K Buy
+4,824
New +$545K ﹤0.01% 276

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Betterment LLC's XMMO Position: Q2 2025 in Review

Betterment LLC sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 1,789 shares — an estimated $204K sold.

Betterment LLC first reported a position in XMMO in Q2 2024 and held it in 4 quarters. The position peaked at $764K in Q3 2024. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • Betterment LLC reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Betterment LLC sold 1,789 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $204K.
  • Betterment LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 4 quarters.
  • Betterment LLC's Invesco S&P MidCap Momentum ETF position peaked at $764K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Betterment LLC's 13F filing for Q2 2025, filed 14 Aug 2025.