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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
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 		$859 Buy
+9,910
New +$717K 0.39% 45

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