Clark Capital Management Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Clark Capital Management 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	$35.7M	Sell	209,806 -7,529	-3%	-$1.23M	0.19%	138
2026 Q1	$31.5M	Buy	+217,335	New	+$31.4M	0.19%	142
2025 Q1	–	Sell	-1,062,687	Closed	-$131M	–	485
2024 Q4	$131M	Buy	+1,062,687	New	+$135M	0.92%	21
2024 Q2	–	Sell	-426,997	Closed	-$49M	–	436
2024 Q1	$49M	Buy	+426,997	New	+$43.3M	0.37%	75

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

Clark Capital Management Group's XMMO Position: Q2 2026 in Review

Clark Capital Management Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.5% in Q2 2026, selling an estimated $1.23M and leaving 209,806 shares worth $35.7M. The position accounts for 0.19% of the portfolio, ranked #138.

Clark Capital Management Group first reported a position in XMMO in Q1 2024 and has held it in 4 quarters since. The position peaked at $131M in Q4 2024. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Clark Capital Management Group held 209,806 shares of Invesco S&P MidCap Momentum ETF worth $35.7M as of Q2 2026.
Clark Capital Management Group sold 7,529 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.23M.
Invesco S&P MidCap Momentum ETF made up 0.19% of Clark Capital Management Group's portfolio in Q2 2026, its #138 holding.
Clark Capital Management Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 4 quarters since.
Clark Capital Management Group's Invesco S&P MidCap Momentum ETF position peaked at $131M in Q4 2024.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.