Diversified Enterprises’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Diversified Enterprises’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	$2.56M	Sell	17,668 -54	-0.3%	-$7.81K	0.14%	75
2025 Q4	$2.45M	Sell	17,722 -334	-2%	-$45.7K	0.15%	64
2025 Q3	$2.44M	Sell	18,056 -230	-1%	-$30.3K	0.16%	58
2025 Q2	$2.35M	Sell	18,286 -321	-2%	-$38.4K	0.18%	54
2025 Q1	$2.12M	Sell	18,607 -95	-0.5%	-$11.7K	0.18%	57
2024 Q4	$2.31M	Sell	18,702 -481	-3%	-$61K	0.22%	45
2024 Q3	$2.31M	Buy	+19,183	New	+$2.22M	0.25%	38

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Diversified Enterprises's XMMO Position: Q1 2026 in Review

Diversified Enterprises reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.3% in Q1 2026, selling an estimated $7.81K and leaving 17,668 shares worth $2.56M. The position accounts for 0.14% of the portfolio, ranked #75.

Diversified Enterprises first reported a position in XMMO in Q3 2024 and has held it in 7 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Diversified Enterprises held 17,668 shares of Invesco S&P MidCap Momentum ETF worth $2.56M as of Q1 2026.
Diversified Enterprises sold 54 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $7.81K.
Invesco S&P MidCap Momentum ETF made up 0.14% of Diversified Enterprises's portfolio in Q1 2026, its #75 holding.
Diversified Enterprises first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.