Brinker Capital Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Brinker Capital Investments’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	$15.5M	Sell	107,134 -159,487	-60%	-$23.1M	0.13%	136
2025 Q4	$36.9M	Buy	266,621 +120,212	+82%	+$16.4M	0.27%	62
2025 Q3	$19.8M	Buy	146,409 +13,038	+10%	+$1.72M	0.15%	117
2025 Q2	$17.2M	Buy	133,371 +28,665	+27%	+$3.42M	0.15%	125
2025 Q1	$11.9M	Sell	104,706 -386,483	-79%	-$47.6M	0.12%	159
2024 Q4	$60.7M	Buy	491,189 +487,830	+14,523%	+$61.9M	0.6%	22
2024 Q3	$404K	Buy	3,359 +1,209	+56%	+$140K	﹤0.01%	1410
2024 Q2	$245K	Sell	2,150 -129,960	-98%	-$14.7M	﹤0.01%	1549
2024 Q1	$15.2M	Buy	+132,110	New	+$13.4M	0.16%	131

Other funds holding XMMO

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return