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

Coppell Advisory Solutions’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	–	Sell	-1,649	Closed	-$231K	–	382
2025 Q4	$231K	Hold	1,649	–	–	0.02%	363
2025 Q3	$222K	Hold	1,649	–	–	0.02%	370
2025 Q2	$212K	Sell	1,649 -6,171	-79%	-$737K	0.03%	348
2025 Q1	$757K	Buy	7,820 +6,295	+413%	+$776K	0.1%	168
2024 Q4	$189K	Hold	1,525	–	–	0.03%	288
2024 Q3	$183K	Sell	1,525 -14,351	-90%	-$1.66M	0.03%	301
2024 Q2	$1.81M	Buy	+15,876	New	+$1.79M	0.3%	73
2023 Q4	$116K	Buy	+1,292	New	+$106K	0.02%	339

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coppell Advisory Solutions's XMMO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 1,649 shares — an estimated $231K sold.

Coppell Advisory Solutions first reported a position in XMMO in Q4 2023 and held it in 8 quarters. The position peaked at $1.81M in Q2 2024. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Coppell Advisory Solutions reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 1,649 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $231K.
Coppell Advisory Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and held it in 8 quarters.
Coppell Advisory Solutions's Invesco S&P MidCap Momentum ETF position peaked at $1.81M in Q2 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.