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David Shaw’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

David Shaw’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 		– Sell
-3,700
Closed -$537K – 5277
2026
Q1 		$537K Buy
+3,700
New +$535K ﹤0.01% 3820
2025
Q3 		– Sell
-2,113
Closed -$272K – 4979
2025
Q2 		$272K Buy
+2,113
New +$252K ﹤0.01% 3925
2025
Q1 		– Sell
-4,121
Closed -$509K – 4816
2024
Q4 		$509K Buy
+4,121
New +$523K ﹤0.01% 3608
2024
Q3 		– Sell
-13,437
Closed -$1.53M – 4944
2024
Q2 		$1.53M Buy
+13,437
New +$1.52M ﹤0.01% 2893

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

David Shaw's XMMO Position: Q2 2026 in Review

David Shaw sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 3,700 shares — an estimated $537K sold.

David Shaw first reported a position in XMMO in Q2 2024 and held it in 4 quarters. The position peaked at $1.53M in Q2 2024. 479 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • David Shaw reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 3,700 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $537K.
  • David Shaw first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 4 quarters.
  • David Shaw's Invesco S&P MidCap Momentum ETF position peaked at $1.53M in Q2 2024.
  • 479 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.