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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
Q2 		$16.2M Sell
95,363
-11,771
-11% -$1.92M 0.12% 137
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brinker Capital Investments's XMMO Position: Q2 2026 in Review

Brinker Capital Investments reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 11% in Q2 2026, selling an estimated $1.92M and leaving 95,363 shares worth $16.2M. The position accounts for 0.12% of the portfolio, ranked #137.

Brinker Capital Investments first reported a position in XMMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.7M in Q4 2024. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Brinker Capital Investments held 95,363 shares of Invesco S&P MidCap Momentum ETF worth $16.2M as of Q2 2026.
  • Brinker Capital Investments sold 11,771 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.92M.
  • Invesco S&P MidCap Momentum ETF made up 0.12% of Brinker Capital Investments's portfolio in Q2 2026, its #137 holding.
  • Brinker Capital Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • Brinker Capital Investments's Invesco S&P MidCap Momentum ETF position peaked at $60.7M in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.