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

Congress 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
2025
Q2 		$13.7M Buy
106,552
+978
+0.9% +$117K 0.13% 183
2025
Q1 		$12M Buy
+105,574
New +$13M 0.14% 178

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Congress Wealth Management's XMMO Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.93% in Q2 2025, buying an estimated $117K and bringing the position to 106,552 shares worth $13.7M. The position accounts for 0.13% of the portfolio, ranked #183.

Congress Wealth Management first reported a position in XMMO in Q1 2025 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • Congress Wealth Management held 106,552 shares of Invesco S&P MidCap Momentum ETF worth $13.7M as of Q2 2025.
  • Congress Wealth Management bought 978 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $117K.
  • Invesco S&P MidCap Momentum ETF made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #183 holding.
  • Congress Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.