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D.J. St. Germain’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

D.J. St. Germain’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
2025
Q4 		– Sell
-38
Closed -$5.18K – 967
2025
Q3 		$5.18K Hold
38
– – ﹤0.01% 715
2025
Q2 		$4.92K Buy
+38
New +$4.54K ﹤0.01% 729
2025
Q1 		– Sell
-38
Closed -$4.7K – 920
2024
Q4 		$4.7K Buy
+38
New +$4.82K ﹤0.01% 670

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

D.J. St. Germain's XMMO Position: Q4 2025 in Review

D.J. St. Germain sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2025, closing a stake of 38 shares — an estimated $5.18K sold.

D.J. St. Germain first reported a position in XMMO in Q4 2024 and held it in 3 quarters. The position peaked at $5.18K in Q3 2025. 410 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

  • D.J. St. Germain reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • D.J. St. Germain sold 38 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $5.18K.
  • D.J. St. Germain first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 3 quarters.
  • D.J. St. Germain's Invesco S&P MidCap Momentum ETF position peaked at $5.18K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on D.J. St. Germain's 13F filing for Q4 2025, filed 29 Jan 2026.