Cerity Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cerity Partners’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	$14.1M	Buy	83,063 +5,310	+7%	+$866K	0.02%	607
2026 Q1	$11.3M	Buy	77,753 +13,674	+21%	+$1.98M	0.02%	638
2025 Q4	$8.87M	Buy	64,079 +2,860	+5%	+$391K	0.01%	687
2025 Q3	$8.28M	Buy	61,219 +33,335	+120%	+$4.39M	0.01%	656
2025 Q2	$3.59M	Buy	+27,884	New	+$3.33M	0.01%	961
2025 Q1	–	Sell	-97,268	Closed	-$12M	–	2645
2024 Q4	$12M	Buy	+97,268	New	+$12.3M	0.03%	435

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 22.96% 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

Cerity Partners's XMMO Position: Q2 2026 in Review

Cerity Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.8% in Q2 2026, buying an estimated $866K and bringing the position to 83,063 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #607.

Cerity Partners first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Cerity Partners held 83,063 shares of Invesco S&P MidCap Momentum ETF worth $14.1M as of Q2 2026.
Cerity Partners bought 5,310 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $866K.
Invesco S&P MidCap Momentum ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #607 holding.
Cerity Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.