Brookwood Investment Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Brookwood Investment Group’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	$678K	Sell	4,678 -15,038	-76%	-$2.17M	0.08%	225
2025 Q4	$2.73M	Sell	19,716 -121	-0.6%	-$16.5K	0.33%	57
2025 Q3	$2.68M	Buy	19,837 +7,098	+56%	+$934K	0.35%	52
2025 Q2	$1.64M	Buy	12,739 +9,820	+336%	+$1.17M	0.26%	61
2025 Q1	$332K	Buy	+2,919	New	+$360K	0.06%	295

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brookwood Investment Group's XMMO Position: Q1 2026 in Review

Brookwood Investment Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 76% in Q1 2026, selling an estimated $2.17M and leaving 4,678 shares worth $678K. The position accounts for 0.08% of the portfolio, ranked #225.

Brookwood Investment Group first reported a position in XMMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Brookwood Investment Group held 4,678 shares of Invesco S&P MidCap Momentum ETF worth $678K as of Q1 2026.
Brookwood Investment Group sold 15,038 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $2.17M.
Invesco S&P MidCap Momentum ETF made up 0.08% of Brookwood Investment Group's portfolio in Q1 2026, its #225 holding.
Brookwood Investment Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 5 quarters since.
Brookwood Investment Group's Invesco S&P MidCap Momentum ETF position peaked at $2.73M in Q4 2025.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.