Elevation Capital Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Elevation Capital Advisory’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	$2.72M	Sell	15,985 -9,011	-36%	-$1.47M	1.05%	29
2026 Q1	$3.62M	Sell	24,996 -4,675	-16%	-$676K	1.54%	31
2025 Q4	$4.11M	Buy	29,671 +18,378	+163%	+$2.51M	1.68%	25
2025 Q3	$1.53M	Sell	11,293 -1,453	-11%	-$191K	0.61%	40
2025 Q2	$1.64M	Sell	12,746 -73,124	-85%	-$8.74M	0.66%	35
2025 Q1	$9.77M	Buy	85,870 +74,784	+675%	+$9.21M	4.26%	3
2024 Q4	$1.37M	Buy	11,086 +661	+6%	+$83.9K	0.59%	31
2024 Q3	$1.25M	Buy	+10,425	New	+$1.21M	0.55%	33

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elevation Capital Advisory's XMMO Position: Q2 2026 in Review

Elevation Capital Advisory reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 36% in Q2 2026, selling an estimated $1.47M and leaving 15,985 shares worth $2.72M. The position accounts for 1.05% of the portfolio, ranked #29.

Elevation Capital Advisory first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.77M in Q1 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Elevation Capital Advisory held 15,985 shares of Invesco S&P MidCap Momentum ETF worth $2.72M as of Q2 2026.
Elevation Capital Advisory sold 9,011 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.47M.
Invesco S&P MidCap Momentum ETF made up 1.05% of Elevation Capital Advisory's portfolio in Q2 2026, its #29 holding.
Elevation Capital Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's Invesco S&P MidCap Momentum ETF position peaked at $9.77M in Q1 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.