Commonwealth Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Commonwealth Financial Services’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	$4.19M	Buy	24,651 +16,526	+203%	+$2.7M	0.56%	37
2026 Q1	$1.18M	Hold	8,125	–	–	0.19%	72
2025 Q4	$1.12M	Sell	8,125 -1	-0%	-$137	0.19%	73
2025 Q3	$1.1M	Sell	8,126 -479	-6%	-$63K	0.19%	69
2025 Q2	$1.11M	Sell	8,605 -659	-7%	-$78.7K	0.21%	66
2025 Q1	$1.05M	Sell	9,264 -41,265	-82%	-$5.08M	0.22%	73
2024 Q4	$6.24M	Buy	50,529 +19,267	+62%	+$2.44M	1.22%	27
2024 Q3	$3.75M	Buy	31,262 +21,449	+219%	+$2.49M	0.74%	36
2024 Q2	$1.11M	Buy	9,813 +264	+3%	+$29.8K	0.23%	60
2024 Q1	$858K	Buy	9,549 +470	+5%	+$47.6K	0.2%	69
2023 Q4	$815K	Sell	9,079 -16,142	-64%	-$1.33M	0.19%	73
2023 Q3	$2.03M	Buy	+25,221	New	+$2.05M	0.6%	40

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

Commonwealth Financial Services's XMMO Position: Q2 2026 in Review

Commonwealth Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 203% in Q2 2026, buying an estimated $2.7M and bringing the position to 24,651 shares worth $4.19M. The position accounts for 0.56% of the portfolio, ranked #37.

Commonwealth Financial Services first reported a position in XMMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.24M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Commonwealth Financial Services held 24,651 shares of Invesco S&P MidCap Momentum ETF worth $4.19M as of Q2 2026.
Commonwealth Financial Services bought 16,526 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $2.7M.
Invesco S&P MidCap Momentum ETF made up 0.56% of Commonwealth Financial Services's portfolio in Q2 2026, its #37 holding.
Commonwealth Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $6.24M in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.