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

CBIZ Investment Advisory Services’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	$12.7K	Hold	87	–	–	﹤0.01%	146
2026 Q1	$12.7K	Hold	87	–	–	﹤0.01%	146
2025 Q4	$12.1K	Hold	87	–	–	﹤0.01%	350
2025 Q3	$11.8K	Hold	87	–	–	﹤0.01%	320
2025 Q2	$11.2K	Hold	87	–	–	﹤0.01%	334
2025 Q1	$9.89K	Buy	+87	New	+$10.7K	﹤0.01%	312

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CBIZ Investment Advisory Services's XMMO Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 87 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

CBIZ Investment Advisory Services first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

CBIZ Investment Advisory Services held 87 shares of Invesco S&P MidCap Momentum ETF worth $12.7K as of Q2 2026.
CBIZ Investment Advisory Services left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #146 holding.
CBIZ Investment Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.