Central Pacific Bank - Trust Division’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Central Pacific Bank - Trust Division’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	$2.89K	Hold	17	–	–	﹤0.01%	782
2026 Q1	$2.46K	Hold	17	–	–	﹤0.01%	783
2025 Q4	$2.35K	Hold	17	–	–	﹤0.01%	771
2025 Q3	$2.3K	Hold	17	–	–	﹤0.01%	772
2025 Q2	$2.19K	Hold	17	–	–	﹤0.01%	779
2025 Q1	$1.93K	Hold	17	–	–	﹤0.01%	793
2024 Q4	$2.1K	Buy	+17	New	+$2.16K	﹤0.01%	808

Other funds holding XMMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return