Brown Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Brown Advisory’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	$1.8M	Sell	10,565 -44	-0.4%	-$7.18K	﹤0.01%	752
2026 Q1	$1.54M	Hold	10,609	–	–	﹤0.01%	739
2025 Q4	$1.47M	Hold	10,609	–	–	﹤0.01%	745
2025 Q3	$1.43M	Hold	10,609	–	–	﹤0.01%	732
2025 Q2	$1.36M	Hold	10,609	–	–	﹤0.01%	737
2025 Q1	$1.21M	Sell	10,609 -1,771	-14%	-$218K	﹤0.01%	729
2024 Q4	$1.53M	Buy	12,380 +3,834	+45%	+$486K	﹤0.01%	712
2024 Q3	$1.03M	Buy	8,546 +496	+6%	+$57.5K	﹤0.01%	778
2024 Q2	$918K	Buy	8,050 +459	+6%	+$51.8K	﹤0.01%	794
2024 Q1	$872K	Buy	7,591 +16	+0.2%	+$1.62K	﹤0.01%	812
2023 Q4	$680K	Buy	7,575 +500	+7%	+$41.1K	﹤0.01%	848
2023 Q3	$570K	Buy	7,075 +113	+2%	+$9.19K	﹤0.01%	873
2023 Q2	$554K	Sell	6,962 -3,528	-34%	-$266K	﹤0.01%	885
2023 Q1	$792K	Buy	10,490 +327	+3%	+$25.1K	﹤0.01%	814
2022 Q4	$765K	Buy	10,163 +1,681	+20%	+$129K	﹤0.01%	808
2022 Q3	$592K	Buy	8,482 +626	+8%	+$47.9K	﹤0.01%	819
2022 Q2	$559K	Hold	7,856	–	–	﹤0.01%	823
2022 Q1	$678K	Hold	7,856	–	–	﹤0.01%	792
2021 Q4	$714K	Hold	7,856	–	–	﹤0.01%	803
2021 Q3	$661K	Hold	7,856	–	–	﹤0.01%	784
2021 Q2	$673K	Hold	7,856	–	–	﹤0.01%	791
2021 Q1	$658K	Hold	7,856	–	–	﹤0.01%	793
2020 Q4	$615K	Hold	7,856	–	–	﹤0.01%	748
2020 Q3	$520K	Hold	7,856	–	–	﹤0.01%	738
2020 Q2	$466K	Hold	7,856	–	–	﹤0.01%	741
2020 Q1	$386K	Hold	7,856	–	–	﹤0.01%	736
2019 Q4	$480K	Hold	7,856	–	–	﹤0.01%	777
2019 Q3	$458K	Hold	7,856	–	–	﹤0.01%	771
2019 Q2	$462K	Buy	+7,856	New	+$455K	﹤0.01%	780

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 22.96% 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

Brown Advisory's XMMO Position: Q2 2026 in Review

Brown Advisory reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.41% in Q2 2026, selling an estimated $7.18K and leaving 10,565 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Brown Advisory first reported a position in XMMO in Q2 2019 and has held it in 29 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Brown Advisory held 10,565 shares of Invesco S&P MidCap Momentum ETF worth $1.8M as of Q2 2026.
Brown Advisory sold 44 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $7.18K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #752 holding.
Brown Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 29 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.