Chicago Partners Investment Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Chicago Partners Investment Group’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	$5.11M	Buy	31,451 +2,219	+8%	+$362K	0.1%	172
2026 Q1	$4.61M	Buy	29,232 +6,413	+28%	+$928K	0.1%	172
2025 Q4	$3.23M	Buy	22,819 +9,056	+66%	+$1.24M	0.08%	211
2025 Q3	$1.89M	Buy	13,763 +7,221	+110%	+$950K	0.05%	289
2025 Q2	$857K	Buy	6,542 +1,522	+30%	+$182K	0.02%	433
2025 Q1	$600K	Buy	+5,020	New	+$618K	0.02%	470

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

Chicago Partners Investment Group's XMMO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.6% in Q2 2026, buying an estimated $362K and bringing the position to 31,451 shares worth $5.11M. The position accounts for 0.1% of the portfolio, ranked #172.

Chicago Partners Investment Group 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.

Chicago Partners Investment Group held 31,451 shares of Invesco S&P MidCap Momentum ETF worth $5.11M as of Q2 2026.
Chicago Partners Investment Group bought 2,219 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $362K.
Invesco S&P MidCap Momentum ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #172 holding.
Chicago Partners Investment Group 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.