Cliff Asness’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cliff Asness’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	$2.96M	Buy	17,387 +1,554	+10%	+$253K	﹤0.01%	2362
2026 Q1	$2.3M	Sell	15,833 -159	-1%	-$23K	﹤0.01%	2252
2025 Q4	$2.21M	Buy	15,992 +1,534	+11%	+$210K	﹤0.01%	2072
2025 Q3	$1.96M	Buy	14,458 +422	+3%	+$55.5K	﹤0.01%	1987
2025 Q2	$1.81M	Buy	14,036 +1,201	+9%	+$143K	﹤0.01%	1842
2025 Q1	$1.46M	Buy	12,835 +1,905	+17%	+$235K	﹤0.01%	1789
2024 Q4	$1.35M	Hold	10,930	–	–	﹤0.01%	1726
2024 Q3	$1.32M	Hold	10,930	–	–	﹤0.01%	1716
2024 Q2	$1.25M	Buy	+10,930	New	+$1.23M	﹤0.01%	1653

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

Cliff Asness's XMMO Position: Q2 2026 in Review

Cliff Asness increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9.8% in Q2 2026, buying an estimated $253K and bringing the position to 17,387 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Cliff Asness first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. 479 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Cliff Asness held 17,387 shares of Invesco S&P MidCap Momentum ETF worth $2.96M as of Q2 2026.
Cliff Asness bought 1,554 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $253K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2362 holding.
Cliff Asness first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
479 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.