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Burke & Herbert Bank & Trust’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Burke & Herbert Bank & Trust’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 		$1.15M Buy
6,758
+2,707
+67% +$442K 0.29% 89
2026
Q1 		$587K Buy
4,051
+1,420
+54% +$205K 0.16% 127
2025
Q4 		$364K Buy
+2,631
New +$360K 0.1% 162

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

Burke & Herbert Bank & Trust's XMMO Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 67% in Q2 2026, buying an estimated $442K and bringing the position to 6,758 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #89.

Burke & Herbert Bank & Trust first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Burke & Herbert Bank & Trust held 6,758 shares of Invesco S&P MidCap Momentum ETF worth $1.15M as of Q2 2026.
  • Burke & Herbert Bank & Trust bought 2,707 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $442K.
  • Invesco S&P MidCap Momentum ETF made up 0.29% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #89 holding.
  • Burke & Herbert Bank & Trust first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.