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

Cape Investment 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 		$6.98K Buy
+41
New +$6.69K ﹤0.01% 946
2025
Q1 		– Sell
-35
Closed -$4.32K – 1201
2024
Q4 		$4.32K Buy
+35
New +$4.44K ﹤0.01% 773
2024
Q2 		– Sell
-11
Closed -$1.26K – 994
2024
Q1 		$1.26K Buy
+11
New +$1.11K ﹤0.01% 824

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

Cape Investment Advisory's XMMO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 41 shares worth $6.98K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XMMO as recently as Q4 2024.

Cape Investment Advisory first reported a position in XMMO in Q1 2024 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Cape Investment Advisory held 41 shares of Invesco S&P MidCap Momentum ETF worth $6.98K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Cape Investment Advisory position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #946 holding.
  • Cape Investment Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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