Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cetera Investment Advisers’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 		$257M Buy
1,510,414
+142,924
+10% +$23.3M 0.23% 80
2026
Q1 		$198M Buy
1,367,490
+115,655
+9% +$16.7M 0.21% 94
2025
Q4 		$173M Buy
1,251,835
+127,090
+11% +$17.4M 0.19% 98
2025
Q3 		$152M Buy
1,124,745
+577,872
+106% +$76.1M 0.18% 103
2025
Q2 		$70.3M Buy
546,873
+56,147
+11% +$6.71M 0.12% 175
2025
Q1 		$55.8M Sell
490,726
-125,709
-20% -$15.5M 0.11% 192
2024
Q4 		$76.1M Buy
616,435
+500,684
+433% +$63.5M 0.16% 128
2024
Q3 		$13.9M Buy
115,751
+19,060
+20% +$2.21M 0.03% 556
2024
Q2 		$11M Sell
96,691
-53,537
-36% -$6.04M 0.03% 634
2024
Q1 		$17.3M Buy
150,228
+134,291
+843% +$13.6M 0.04% 437
2023
Q4 		$1.43M Sell
15,937
-12,952
-45% -$1.06M 0.01% 925
2023
Q3 		$2.33M Buy
28,889
+18,753
+185% +$1.52M 0.02% 696
2023
Q2 		$806K Sell
10,136
-3,119
-24% -$235K 0.01% 1161
2023
Q1 		$1M Sell
13,255
-64,635
-83% -$4.95M 0.01% 1036
2022
Q4 		$5.87M Buy
77,890
+28,952
+59% +$2.22M 0.05% 335
2022
Q3 		$3.41M Buy
48,938
+10,821
+28% +$828K 0.07% 308
2022
Q2 		$2.71M Buy
38,117
+32,902
+631% +$2.63M 0.04% 430
2022
Q1 		$450K Sell
5,215
-8,738
-63% -$745K 0.01% 1233
2021
Q4 		$1.27M Sell
13,953
-894
-6% -$81K 0.02% 718
2021
Q3 		$1.25M Buy
14,847
+2,489
+20% +$213K 0.02% 696
2021
Q2 		$1.06M Sell
12,358
-7,524
-38% -$632K 0.02% 752
2021
Q1 		$1.67M Buy
19,882
+1,787
+10% +$148K 0.03% 477
2020
Q4 		$1.42M Buy
18,095
+2,909
+19% +$211K 0.03% 550
2020
Q3 		$1.01M Buy
15,186
+2,649
+21% +$170K 0.08% 259
2020
Q2 		$744K Buy
12,537
+6,514
+108% +$363K 0.07% 287
2020
Q1 		$296K Sell
6,023
-434
-7% -$25.3K 0.04% 403
2019
Q4 		$386K Buy
+6,457
New +$383K 0.04% 394

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
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers's XMMO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 10% in Q2 2026, buying an estimated $23.3M and bringing the position to 1,510,414 shares worth $257M. The position accounts for 0.23% of the portfolio, ranked #80.

Cetera Investment Advisers first reported a position in XMMO in Q4 2019 and has held it in 27 quarters since. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Cetera Investment Advisers held 1,510,414 shares of Invesco S&P MidCap Momentum ETF worth $257M as of Q2 2026.
  • Cetera Investment Advisers bought 142,924 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $23.3M.
  • Invesco S&P MidCap Momentum ETF made up 0.23% of Cetera Investment Advisers's portfolio in Q2 2026, its #80 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 27 quarters since.
  • 480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.