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

BFSG 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
2026
Q1 		– Sell
-43
Closed -$5.95K – 773
2025
Q4 		$5.95K Buy
+43
New +$5.88K ﹤0.01% 588

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFSG LLC's XMMO Position: Q1 2026 in Review

BFSG LLC sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 43 shares — an estimated $5.95K sold.

BFSG LLC first reported a position in XMMO in Q4 2025 and held it in 1 quarter. The position peaked at $5.95K in Q4 2025. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • BFSG LLC reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • BFSG LLC sold 43 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $5.95K.
  • BFSG LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and held it in 1 quarter.
  • BFSG LLC's Invesco S&P MidCap Momentum ETF position peaked at $5.95K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.