Clearstead Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Clearstead Advisors’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	$467K	Buy	2,746 +1,346	+96%	+$220K	﹤0.01%	780
2026 Q1	$203K	Hold	1,400	–	–	﹤0.01%	994
2025 Q4	$194K	Hold	1,400	–	–	﹤0.01%	945
2025 Q3	$189K	Hold	1,400	–	–	﹤0.01%	895
2025 Q2	$180K	Hold	1,400	–	–	﹤0.01%	915
2025 Q1	$159K	Hold	1,400	–	–	﹤0.01%	882
2024 Q4	$173K	Hold	1,400	–	–	﹤0.01%	897
2024 Q3	$168K	Sell	1,400 -45	-3%	-$5.22K	﹤0.01%	908
2024 Q2	$165K	Buy	1,445 +45	+3%	+$5.08K	﹤0.01%	874
2024 Q1	$161K	Hold	1,400	–	–	0.01%	503
2023 Q4	$126K	Hold	1,400	–	–	0.01%	544
2023 Q3	$113K	Hold	1,400	–	–	0.01%	536
2023 Q2	$111K	Buy	+1,400	New	+$106K	0.01%	550

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

Clearstead Advisors's XMMO Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 96% in Q2 2026, buying an estimated $220K and bringing the position to 2,746 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Clearstead Advisors first reported a position in XMMO in Q2 2023 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Clearstead Advisors held 2,746 shares of Invesco S&P MidCap Momentum ETF worth $467K as of Q2 2026.
Clearstead Advisors bought 1,346 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $220K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #780 holding.
Clearstead Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2023 and has held it in 13 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.