CWM
XMMO icon

Comprehensive Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Comprehensive Wealth Management’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 		$1.8M Buy
12,392
+347
+3% +$50.2K 0.91% 21
2025
Q4 		$1.67M Buy
12,045
+1,190
+11% +$163K 0.98% 22
2025
Q3 		$1.47M Buy
10,855
+2,441
+29% +$321K 1.04% 23
2025
Q2 		$1.08M Sell
8,414
-5,658
-40% -$676K 0.87% 22
2025
Q1 		$1.6M Buy
14,072
+3,054
+28% +$376K 1.11% 12
2024
Q4 		$1.36M Buy
11,018
+351
+3% +$44.5K 1.02% 10
2024
Q3 		$1.28M Buy
10,667
+733
+7% +$85K 0.83% 11
2024
Q2 		$1.13M Sell
9,934
-2,198
-18% -$248K 0.83% 10
2024
Q1 		$1.39M Sell
12,132
-2,297
-16% -$233K 1.09% 8
2023
Q4 		$1.3M Sell
14,429
-1,211
-8% -$99.5K 1.17% 11
2023
Q3 		$1.26M Sell
15,640
-156
-1% -$12.7K 1.19% 14
2023
Q2 		$1.26M Sell
15,796
-664
-4% -$50.1K 1.09% 12
2023
Q1 		$1.24M Sell
16,460
-622
-4% -$47.7K 1.02% 14
2022
Q4 		$1.29M Buy
17,082
+879
+5% +$67.5K 1.18% 12
2022
Q3 		$1.13M Buy
16,203
+612
+4% +$46.8K 1.14% 10
2022
Q2 		$1.11M Buy
15,591
+3,778
+32% +$302K 0.96% 8
2022
Q1 		$1.02M Buy
11,813
+5,298
+81% +$452K 1.04% 8
2021
Q4 		$592K Buy
6,515
+967
+17% +$87.6K 0.44% 10
2021
Q3 		$467K Buy
5,548
+2,267
+69% +$194K 0.44% 11
2021
Q2 		$281K Buy
+3,281
New +$275K 0.28% 11

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return

Comprehensive Wealth Management's XMMO Position: Q1 2026 in Review

Comprehensive Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.9% in Q1 2026, buying an estimated $50.2K and bringing the position to 12,392 shares worth $1.8M. The position accounts for 0.91% of the portfolio, ranked #21.

Comprehensive Wealth Management first reported a position in XMMO in Q2 2021 and has held it in 20 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Comprehensive Wealth Management held 12,392 shares of Invesco S&P MidCap Momentum ETF worth $1.8M as of Q1 2026.
  • Comprehensive Wealth Management bought 347 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $50.2K.
  • Invesco S&P MidCap Momentum ETF made up 0.91% of Comprehensive Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Comprehensive Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2021 and has held it in 20 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.