Creative Financial Designs’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Creative Financial Designs’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	$5.07M	Buy	29,774 +880	+3%	+$144K	0.24%	92
2026 Q1	$4.19M	Buy	28,894 +1,004	+4%	+$145K	0.25%	84
2025 Q4	$3.86M	Buy	27,890 +2,365	+9%	+$323K	0.24%	91
2025 Q3	$3.45M	Buy	25,525 +6,019	+31%	+$792K	0.23%	94
2025 Q2	$2.51M	Buy	19,506 +8,405	+76%	+$1M	0.18%	121
2025 Q1	$1.26M	Buy	11,101 +717	+7%	+$88.3K	0.1%	166
2024 Q4	$1.28M	Buy	10,384 +1,324	+15%	+$168K	0.1%	162
2024 Q3	$1.09M	Buy	9,060 +6,606	+269%	+$766K	0.09%	185
2024 Q2	$280K	Buy	2,454 +2,332	+1,911%	+$263K	0.02%	367
2024 Q1	$14K	Sell	122 -31	-20%	-$3.14K	﹤0.01%	1053
2023 Q4	$13.8K	Hold	153	–	–	﹤0.01%	1004
2023 Q3	$12.3K	Hold	153	–	–	﹤0.01%	968
2023 Q2	$12.2K	Sell	153 -25,940	-99%	-$1.96M	﹤0.01%	960
2023 Q1	$1.97M	Buy	26,093 +2,740	+12%	+$210K	0.26%	85
2022 Q4	$1.76M	Sell	23,353 -365	-2%	-$28K	0.26%	83
2022 Q3	$1.66M	Sell	23,718 -8,220	-26%	-$629K	0.27%	77
2022 Q2	$2.27M	Buy	31,938 +279	+0.9%	+$22.3K	0.37%	62
2022 Q1	$2.73M	Buy	31,659 +631	+2%	+$53.8K	0.42%	54
2021 Q4	$2.82M	Sell	31,028 -1,359	-4%	-$123K	0.43%	51
2021 Q3	$2.73M	Sell	32,387 -23,333	-42%	-$2M	0.45%	48
2021 Q2	$4.77M	Sell	55,720 -3,886	-7%	-$326K	0.83%	29
2021 Q1	$5M	Buy	59,606 +18,467	+45%	+$1.53M	0.98%	24
2020 Q4	$3.22M	Sell	41,139 -5,568	-12%	-$403K	0.69%	34
2020 Q3	$3.09M	Sell	46,707 -46,754	-50%	-$2.99M	0.76%	33
2020 Q2	$5.54M	Buy	93,461 +1,423	+2%	+$79.2K	1.68%	12
2020 Q1	$4.52M	Buy	92,038 +82,348	+850%	+$4.81M	2.32%	11
2019 Q4	$594K	Buy	9,690 +9,278	+2,252%	+$550K	0.27%	88
2019 Q3	$24K	Buy	412 +263	+177%	+$15.5K	0.01%	315
2019 Q2	$9K	Buy	+149	New	+$8.63K	﹤0.01%	413

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

Creative Financial Designs's XMMO Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3% in Q2 2026, buying an estimated $144K and bringing the position to 29,774 shares worth $5.07M. The position accounts for 0.24% of the portfolio, ranked #92.

Creative Financial Designs first reported a position in XMMO in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.54M in Q2 2020. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Creative Financial Designs held 29,774 shares of Invesco S&P MidCap Momentum ETF worth $5.07M as of Q2 2026.
Creative Financial Designs bought 880 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $144K.
Invesco S&P MidCap Momentum ETF made up 0.24% of Creative Financial Designs's portfolio in Q2 2026, its #92 holding.
Creative Financial Designs first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 29 quarters since.
Creative Financial Designs's Invesco S&P MidCap Momentum ETF position peaked at $5.54M in Q2 2020.
480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.