Blom & Howell Financial Planning’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Blom & Howell Financial Planning’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	$249K	Buy	+1,466	New	+$239K	0.21%	55

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

Blom & Howell Financial Planning's XMMO Position: Q2 2026 in Review

Blom & Howell Financial Planning opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,466 shares worth $249K. The stake represents 0.21% of the portfolio and ranks #55 among its holdings.

480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Blom & Howell Financial Planning held 1,466 shares of Invesco S&P MidCap Momentum ETF worth $249K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Blom & Howell Financial Planning position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.21% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #55 holding.
480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.