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Calton & Associates’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Calton & Associates’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 		$370K Buy
+2,173
New +$354K 0.05% 269
2026
Q1 		– Sell
-2,348
Closed -$325K – 502
2025
Q4 		$325K Sell
2,348
-167
-7% -$22.8K 0.05% 304
2025
Q3 		$340K Sell
2,515
-249
-9% -$32.8K 0.05% 299
2025
Q2 		$356K Sell
2,764
-2
-0.1% -$239 0.06% 257
2025
Q1 		$315K Buy
+2,766
New +$341K 0.07% 233
2024
Q4 		– Sell
-2,839
Closed -$342K – 289
2024
Q3 		$342K Buy
+2,839
New +$329K 0.13% 156
2023
Q1 		– Sell
-2,946
Closed -$222K – 302
2022
Q4 		$222K Sell
2,946
-382
-11% -$29.3K 0.09% 243
2022
Q3 		$232K Buy
3,328
+121
+4% +$9.26K 0.13% 173
2022
Q2 		$228K Buy
3,207
+32
+1% +$2.56K 0.13% 192
2022
Q1 		$274K Sell
3,175
-41
-1% -$3.5K 0.08% 275
2021
Q4 		$292K Sell
3,216
-288
-8% -$26.1K 0.08% 265
2021
Q3 		$294K Buy
+3,504
New +$300K 0.06% 288

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 22.9% 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

Calton & Associates's XMMO Position: Q2 2026 in Review

Calton & Associates opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 2,173 shares worth $370K. The stake represents 0.05% of the portfolio and ranks #269 among its holdings. This is a return to the name: Calton & Associates previously reported a position in XMMO as recently as Q4 2025.

Calton & Associates first reported a position in XMMO in Q3 2021 and has held it in 12 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Calton & Associates held 2,173 shares of Invesco S&P MidCap Momentum ETF worth $370K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Calton & Associates position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #269 holding.
  • Calton & Associates first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and has held it in 12 quarters since.
  • 484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.