CoreCap Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

CoreCap Advisors’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	$553K	Buy	3,253 +159	+5%	+$25.9K	0.02%	518
2026 Q1	$449K	Buy	3,094 +873	+39%	+$126K	0.02%	541
2025 Q4	$308K	Buy	2,221 +2,144	+2,784%	+$293K	0.01%	645
2025 Q3	$10.4K	Sell	77 -132	-63%	-$17.4K	﹤0.01%	1916
2025 Q2	$26.9K	Buy	+209	New	+$25K	﹤0.01%	1501
2025 Q1	–	Sell	-55	Closed	-$6.79K	–	3327
2024 Q4	$6.79K	Buy	+55	New	+$6.98K	﹤0.01%	1905
2024 Q2	–	Sell	-28	Closed	-$3.22K	–	2618
2024 Q1	$3.22K	Buy	+28	New	+$2.84K	﹤0.01%	2020
2022 Q1	–	Sell	-224	Closed	-$20K	–	2131
2021 Q4	$20K	Buy	+224	New	+$20.3K	﹤0.01%	1335

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

CoreCap Advisors's XMMO Position: Q2 2026 in Review

CoreCap Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 5.1% in Q2 2026, buying an estimated $25.9K and bringing the position to 3,253 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #518.

CoreCap Advisors first reported a position in XMMO in Q4 2021 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

CoreCap Advisors held 3,253 shares of Invesco S&P MidCap Momentum ETF worth $553K as of Q2 2026.
CoreCap Advisors bought 159 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $25.9K.
Invesco S&P MidCap Momentum ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #518 holding.
CoreCap Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.