Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cambridge Investment Research Advisors’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 		$74.1M Buy
435,788
+135,048
+45% +$22M 0.17% 105
2026
Q1 		$43.6M Buy
300,740
+57,465
+24% +$8.31M 0.11% 173
2025
Q4 		$33.7M Buy
243,275
+13,704
+6% +$1.87M 0.09% 221
2025
Q3 		$31M Buy
229,571
+15,095
+7% +$1.99M 0.09% 238
2025
Q2 		$27.6M Sell
214,476
-1,056
-0.5% -$126K 0.08% 245
2025
Q1 		$24.5M Buy
215,532
+79,373
+58% +$9.78M 0.08% 251
2024
Q4 		$16.8M Sell
136,159
-2,706
-2% -$343K 0.06% 323
2024
Q3 		$16.7M Sell
138,865
-4,668
-3% -$541K 0.06% 331
2024
Q2 		$16.4M Buy
143,533
+13,030
+10% +$1.47M 0.06% 321
2024
Q1 		$15M Buy
130,503
+19,165
+17% +$1.94M 0.06% 334
2023
Q4 		$10M Buy
111,338
+2,804
+3% +$230K 0.04% 409
2023
Q3 		$8.74M Sell
108,534
-17,985
-14% -$1.46M 0.04% 424
2023
Q2 		$10.1M Sell
126,519
-4,142
-3% -$312K 0.05% 385
2023
Q1 		$9.87M Buy
130,661
+2,898
+2% +$222K 0.05% 377
2022
Q4 		$9.62M Buy
127,763
+30,176
+31% +$2.32M 0.05% 379
2022
Q3 		$6.81M Sell
97,587
-3,993
-4% -$306K 0.04% 438
2022
Q2 		$7.23M Buy
101,580
+7,928
+8% +$633K 0.04% 435
2022
Q1 		$8.08M Buy
93,652
+3,819
+4% +$326K 0.04% 455
2021
Q4 		$8.17M Sell
89,833
-2,964
-3% -$268K 0.04% 451
2021
Q3 		$7.81M Sell
92,797
-24,425
-21% -$2.09M 0.04% 432
2021
Q2 		$10M Sell
117,222
-1,926
-2% -$162K 0.05% 366
2021
Q1 		$9.99M Buy
119,148
+11,554
+11% +$960K 0.05% 339
2020
Q4 		$8.42M Buy
107,594
+4,822
+5% +$349K 0.05% 346
2020
Q3 		$6.81M Buy
102,772
+875
+0.9% +$56K 0.05% 367
2020
Q2 		$6.04M Sell
101,897
-15,053
-13% -$838K 0.05% 384
2020
Q1 		$5.74M Buy
116,950
+25,518
+28% +$1.49M 0.06% 320
2019
Q4 		$5.59M Buy
91,432
+24,929
+37% +$1.48M 0.04% 422
2019
Q3 		$3.88M Sell
66,503
-74,413
-53% -$4.37M 0.03% 519
2019
Q2 		$8.29M Buy
140,916
+37,749
+37% +$2.19M 0.08% 255
2019
Q1 		$5.84M Buy
103,167
+78,620
+320% +$4.14M 0.06% 320
2018
Q4 		$1.1M Sell
24,547
-15,634
-39% -$747K 0.01% 881
2018
Q3 		$2.2M Buy
40,181
+17,385
+76% +$912K 0.02% 656
2018
Q2 		$1.12M Buy
+22,796
New +$1.09M 0.01% 919

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

Cambridge Investment Research Advisors's XMMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 45% in Q2 2026, buying an estimated $22M and bringing the position to 435,788 shares worth $74.1M. The position accounts for 0.17% of the portfolio, ranked #105.

Cambridge Investment Research Advisors first reported a position in XMMO in Q2 2018 and has held it in 33 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 435,788 shares of Invesco S&P MidCap Momentum ETF worth $74.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 135,048 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $22M.
  • Invesco S&P MidCap Momentum ETF made up 0.17% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #105 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 33 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.