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Brass Tax Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Brass Tax Wealth Management’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
Q3 		$1.05M Buy
7,784
+117
+2% +$15.4K 0.18% 57
2025
Q2 		$986K Sell
7,667
-885
-10% -$106K 0.19% 53
2025
Q1 		$973K Buy
+8,552
New +$1.05M 0.2% 55

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $530B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brass Tax Wealth Management's XMMO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.5% in Q3 2025, buying an estimated $15.4K and bringing the position to 7,784 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #57.

Brass Tax Wealth Management first reported a position in XMMO in Q1 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

  • Brass Tax Wealth Management held 7,784 shares of Invesco S&P MidCap Momentum ETF worth $1.05M as of Q3 2025.
  • Brass Tax Wealth Management bought 117 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $15.4K.
  • Invesco S&P MidCap Momentum ETF made up 0.18% of Brass Tax Wealth Management's portfolio in Q3 2025, its #57 holding.
  • Brass Tax Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.