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Capital Analysts LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Capital Analysts LLC’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 		$906K Buy
5,323
+20
+0.4% +$3.26K 0.02% 380
2026
Q1 		$769K Buy
5,303
+4,159
+364% +$602K 0.02% 375
2025
Q4 		$158K Hold
1,144
– – ﹤0.01% 662
2025
Q3 		$154K Buy
1,144
+32
+3% +$4.21K ﹤0.01% 635
2025
Q2 		$143K Buy
1,112
+370
+50% +$44.2K ﹤0.01% 599
2025
Q1 		$84K Buy
742
+110
+17% +$13.6K ﹤0.01% 684
2024
Q4 		$78K Buy
632
+366
+138% +$46.4K ﹤0.01% 667
2024
Q3 		$32K Hold
266
– – ﹤0.01% 817
2024
Q2 		$30K Hold
266
– – ﹤0.01% 796
2024
Q1 		$31K Buy
+266
New +$27K ﹤0.01% 755
2023
Q3 		– Sell
-148
Closed -$12K – 1203
2023
Q2 		$12K Hold
148
– – ﹤0.01% 801
2023
Q1 		$11K Sell
148
-100
-40% -$7.66K ﹤0.01% 800
2022
Q4 		$19K Sell
248
-450
-64% -$34.6K ﹤0.01% 775
2022
Q3 		$49K Buy
698
+3
+0.4% +$230 ﹤0.01% 570
2022
Q2 		$49K Sell
695
-125
-15% -$9.98K ﹤0.01% 565
2022
Q1 		$71K Sell
820
-300
-27% -$25.6K ﹤0.01% 498
2021
Q4 		$102K Buy
1,120
+1
+0.1% +$91 0.01% 444
2021
Q3 		$94K Sell
1,119
-325
-23% -$27.8K 0.01% 466
2021
Q2 		$124K Sell
1,444
-10,391
-88% -$872K 0.01% 406
2021
Q1 		$992K Buy
11,835
+10,885
+1,146% +$904K 0.07% 202
2020
Q4 		$74K Buy
950
+200
+27% +$14.5K 0.01% 365
2020
Q3 		$50K Buy
750
+550
+275% +$35.2K ﹤0.01% 405
2020
Q2 		$12K Buy
+200
New +$11.1K ﹤0.01% 532

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

Capital Analysts LLC's XMMO Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.38% in Q2 2026, buying an estimated $3.26K and bringing the position to 5,323 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #380.

Capital Analysts LLC first reported a position in XMMO in Q2 2020 and has held it in 23 quarters since. The position peaked at $992K in Q1 2021. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Capital Analysts LLC held 5,323 shares of Invesco S&P MidCap Momentum ETF worth $906K as of Q2 2026.
  • Capital Analysts LLC bought 20 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $3.26K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #380 holding.
  • Capital Analysts LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and has held it in 23 quarters since.
  • Capital Analysts LLC's Invesco S&P MidCap Momentum ETF position peaked at $992K in Q1 2021.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.