Clear Creek Financial Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Clear Creek Financial Management’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 Q1	$3.13M	Buy	21,601 +9,603	+80%	+$1.39M	0.24%	98
2025 Q4	$1.66M	Buy	11,998 +1,424	+13%	+$195K	0.14%	155
2025 Q3	$1.43M	Buy	10,574 +4,178	+65%	+$550K	0.12%	174
2025 Q2	$823K	Buy	+6,396	New	+$764K	0.08%	259

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Creek Financial Management's XMMO Position: Q1 2026 in Review

Clear Creek Financial Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 80% in Q1 2026, buying an estimated $1.39M and bringing the position to 21,601 shares worth $3.13M. The position accounts for 0.24% of the portfolio, ranked #98.

Clear Creek Financial Management first reported a position in XMMO in Q2 2025 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Clear Creek Financial Management held 21,601 shares of Invesco S&P MidCap Momentum ETF worth $3.13M as of Q1 2026.
Clear Creek Financial Management bought 9,603 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $1.39M.
Invesco S&P MidCap Momentum ETF made up 0.24% of Clear Creek Financial Management's portfolio in Q1 2026, its #98 holding.
Clear Creek Financial Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.