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
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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return