Continuum Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Continuum Advisory’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	$578K	Buy	3,395 +221	+7%	+$36K	0.05%	272
2026 Q1	$460K	Buy	3,174 +51	+2%	+$7.38K	0.04%	294
2025 Q4	$432K	Sell	3,123 -338	-10%	-$46.2K	0.04%	303
2025 Q3	$468K	Buy	3,461 +565	+20%	+$74.4K	0.05%	281
2025 Q2	$373K	Buy	2,896 +16	+0.6%	+$1.91K	0.04%	304
2025 Q1	$328K	Sell	2,880 -279	-9%	-$34.4K	0.04%	303
2024 Q4	$390K	Buy	3,159 +342	+12%	+$43.4K	0.05%	280
2024 Q3	$363K	Sell	2,817 -9	-0.3%	-$1.04K	0.05%	297
2024 Q2	$322K	Sell	2,826 -271	-9%	-$30.6K	0.05%	289
2024 Q1	$357K	Buy	3,097 +281	+10%	+$28.5K	0.05%	268
2023 Q4	$253K	Hold	2,816	–	–	0.04%	401
2023 Q3	$227K	Buy	+2,816	New	+$229K	0.04%	405

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

Continuum Advisory's XMMO Position: Q2 2026 in Review

Continuum Advisory increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7% in Q2 2026, buying an estimated $36K and bringing the position to 3,395 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #272.

Continuum Advisory first reported a position in XMMO in Q3 2023 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Continuum Advisory held 3,395 shares of Invesco S&P MidCap Momentum ETF worth $578K as of Q2 2026.
Continuum Advisory bought 221 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $36K.
Invesco S&P MidCap Momentum ETF made up 0.05% of Continuum Advisory's portfolio in Q2 2026, its #272 holding.
Continuum Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 12 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.