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D.A. Davidson & Co’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

D.A. Davidson & Co’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 		$417K Buy
2,874
+581
+25% +$84K ﹤0.01% 1234
2025
Q4 		$317K Sell
2,293
-100
-4% -$13.7K ﹤0.01% 1295
2025
Q3 		$324K Hold
2,393
– – ﹤0.01% 1277
2025
Q2 		$308K Buy
2,393
+526
+28% +$62.8K ﹤0.01% 1213
2025
Q1 		$212K Buy
1,867
+100
+6% +$12.3K ﹤0.01% 1304
2024
Q4 		$218K Sell
1,767
-15
-0.8% -$1.9K ﹤0.01% 1313
2024
Q3 		$214K Hold
1,782
– – ﹤0.01% 1283
2024
Q2 		$203K Sell
1,782
-404
-18% -$45.6K ﹤0.01% 1279
2024
Q1 		$251K Sell
2,186
-213
-9% -$21.6K ﹤0.01% 1237
2023
Q4 		$215K Buy
+2,399
New +$197K ﹤0.01% 1228
2023
Q2 		– Sell
-3,275
Closed -$247K – 1427
2023
Q1 		$247K Sell
3,275
-3,209
-49% -$246K ﹤0.01% 1150
2022
Q4 		$488K Sell
6,484
-6,850
-51% -$526K 0.01% 858
2022
Q3 		$930K Sell
13,334
-2,159
-14% -$165K 0.01% 599
2022
Q2 		$1.1M Buy
15,493
+6,826
+79% +$545K 0.01% 566
2022
Q1 		$748K Buy
8,667
+4,565
+111% +$389K 0.01% 736
2021
Q4 		$373K Buy
4,102
+861
+27% +$78K ﹤0.01% 983
2021
Q3 		$273K Hold
3,241
– – ﹤0.01% 1050
2021
Q2 		$278K Buy
+3,241
New +$272K ﹤0.01% 1023
2020
Q4 		– Sell
-9,916
Closed -$657K – 1043
2020
Q3 		$657K Sell
9,916
-1,611
-14% -$103K 0.01% 558
2020
Q2 		$684K Sell
11,527
-1,912
-14% -$106K 0.01% 523
2020
Q1 		$660K Buy
13,439
+6,258
+87% +$365K 0.01% 535
2019
Q4 		$439K Buy
7,181
+1,880
+35% +$112K 0.01% 713
2019
Q3 		$309K Buy
+5,301
New +$312K 0.01% 776

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return

D.A. Davidson & Co's XMMO Position: Q1 2026 in Review

D.A. Davidson & Co increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 25% in Q1 2026, buying an estimated $84K and bringing the position to 2,874 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

D.A. Davidson & Co first reported a position in XMMO in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.1M in Q2 2022. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • D.A. Davidson & Co held 2,874 shares of Invesco S&P MidCap Momentum ETF worth $417K as of Q1 2026.
  • D.A. Davidson & Co bought 581 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $84K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1234 holding.
  • D.A. Davidson & Co first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2019 and has held it in 23 quarters since.
  • D.A. Davidson & Co's Invesco S&P MidCap Momentum ETF position peaked at $1.1M in Q2 2022.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.