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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
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 Sell
1,400
-1,400
-50% -$115K 0.01% 544
2023
Q3 		$225K Buy
2,800
+1,400
+100% +$114K 0.01% 549
2023
Q2 		$111K Buy
+1,400
New +$106K 0.01% 550

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return