Colonial River Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Colonial River Investments’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	$4.68M	Buy	27,523 +20,429	+288%	+$3.33M	1.33%	18
2026 Q1	$1.03M	Sell	7,094 -125	-2%	-$18.1K	0.37%	58
2025 Q4	$1,000K	Sell	7,219 -175	-2%	-$23.9K	0.36%	60
2025 Q3	$1,000K	Buy	+7,394	New	+$973K	0.37%	63
2025 Q1	–	Sell	-15,587	Closed	-$1.93M	–	267
2024 Q4	$1.93M	Buy	+15,587	New	+$1.98M	0.93%	30
2022 Q2	–	Sell	-2,958	Closed	-$255K	–	236
2022 Q1	$255K	Sell	2,958 -5,072	-63%	-$433K	0.15%	167
2021 Q4	$730K	Buy	+8,030	New	+$727K	0.39%	72
2021 Q3	–	Sell	-9,970	Closed	-$854K	–	191
2021 Q2	$854K	Sell	9,970 -1,082	-10%	-$90.8K	0.61%	46
2021 Q1	$926K	Buy	11,052 +1,142	+12%	+$94.9K	0.75%	43
2020 Q4	$859K	Buy	+9,910	New	+$717K	0.39%	45

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

Colonial River Investments's XMMO Position: Q2 2026 in Review

Colonial River Investments increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 288% in Q2 2026, buying an estimated $3.33M and bringing the position to 27,523 shares worth $4.68M. The position accounts for 1.33% of the portfolio, ranked #18.

Colonial River Investments first reported a position in XMMO in Q4 2020 and has held it in 10 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Colonial River Investments held 27,523 shares of Invesco S&P MidCap Momentum ETF worth $4.68M as of Q2 2026.
Colonial River Investments bought 20,429 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $3.33M.
Invesco S&P MidCap Momentum ETF made up 1.33% of Colonial River Investments's portfolio in Q2 2026, its #18 holding.
Colonial River Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 10 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.