Creative Planning
XMMO icon

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

Creative Planning’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 		$1.02M Buy
6,007
+729
+14% +$119K ﹤0.01% 2626
2026
Q1 		$765K Buy
5,278
+1,924
+57% +$278K ﹤0.01% 2680
2025
Q4 		$464K Sell
3,354
-643
-16% -$87.9K ﹤0.01% 2909
2025
Q3 		$540K Buy
3,997
+1,384
+53% +$182K ﹤0.01% 2647
2025
Q2 		$336K Sell
2,613
-533
-17% -$63.7K ﹤0.01% 2803
2025
Q1 		$358K Buy
3,146
+1,341
+74% +$165K ﹤0.01% 2592
2024
Q4 		$223K Buy
1,805
+128
+8% +$16.2K ﹤0.01% 2892
2024
Q3 		$202K Sell
1,677
-6,400
-79% -$742K ﹤0.01% 2829
2024
Q2 		$921K Buy
8,077
+559
+7% +$63.1K ﹤0.01% 1464
2024
Q1 		$864K Buy
+7,518
New +$762K ﹤0.01% 1429
2022
Q1 		– Sell
-3,344
Closed -$304K – 2453
2021
Q4 		$304K Buy
+3,344
New +$303K ﹤0.01% 1611

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's XMMO Position: Q2 2026 in Review

Creative Planning increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 6,007 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Creative Planning first reported a position in XMMO in Q4 2021 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Creative Planning held 6,007 shares of Invesco S&P MidCap Momentum ETF worth $1.02M as of Q2 2026.
  • Creative Planning bought 729 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $119K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2626 holding.
  • Creative Planning first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.