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 Q2	$593K	Sell	3,486 -1,192	-25%	-$194K	0.07%	272
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 $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 22.9% 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

Brookwood Investment Group's XMMO Position: Q2 2026 in Review

Brookwood Investment Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 25% in Q2 2026, selling an estimated $194K and leaving 3,486 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #272.

Brookwood Investment Group first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.73M in Q4 2025. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Brookwood Investment Group held 3,486 shares of Invesco S&P MidCap Momentum ETF worth $593K as of Q2 2026.
Brookwood Investment Group sold 1,192 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $194K.
Invesco S&P MidCap Momentum ETF made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #272 holding.
Brookwood Investment Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Invesco S&P MidCap Momentum ETF position peaked at $2.73M in Q4 2025.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.