Envestnet Asset Management
XMMO icon

Envestnet Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Envestnet Asset Management’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 		$154M Buy
1,061,925
+688,467
+184% +$99.6M 0.04% 394
2025
Q4 		$51.7M Buy
373,458
+873
+0.2% +$119K 0.02% 726
2025
Q3 		$50.4M Buy
372,585
+77,853
+26% +$10.2M 0.01% 768
2025
Q2 		$37.9M Buy
294,732
+70,731
+32% +$8.45M 0.01% 887
2025
Q1 		$25.5M Sell
224,001
-3,494,605
-94% -$431M 0.01% 1042
2024
Q4 		$459M Buy
3,718,606
+3,288,932
+765% +$417M 0.15% 118
2024
Q3 		$51.7M Buy
429,674
+188,491
+78% +$21.9M 0.02% 705
2024
Q2 		$27.5M Sell
241,183
-1,035,209
-81% -$117M 0.01% 941
2024
Q1 		$147M Buy
1,276,392
+1,136,902
+815% +$115M 0.05% 329
2023
Q4 		$12.5M Buy
139,490
+32,274
+30% +$2.65M 0.01% 1300
2023
Q3 		$8.63M Sell
107,216
-68,114
-39% -$5.54M ﹤0.01% 1470
2023
Q2 		$13.9M Buy
175,330
+36,010
+26% +$2.71M 0.01% 1108
2023
Q1 		$10.5M Sell
139,320
-22,289
-14% -$1.71M 0.01% 1213
2022
Q4 		$12.2M Buy
161,609
+58,826
+57% +$4.52M 0.01% 1097
2022
Q3 		$7.17M Buy
102,783
+37,142
+57% +$2.84M ﹤0.01% 1312
2022
Q2 		$4.67M Buy
65,641
+32,095
+96% +$2.56M ﹤0.01% 1560
2022
Q1 		$2.9M Buy
33,546
+4,275
+15% +$365K ﹤0.01% 1977
2021
Q4 		$2.66M Buy
29,271
+4,031
+16% +$365K ﹤0.01% 1987
2021
Q3 		$2.12M Buy
25,240
+3,318
+15% +$284K ﹤0.01% 2049
2021
Q2 		$1.88M Buy
21,922
+10,041
+85% +$843K ﹤0.01% 2104
2021
Q1 		$996K Buy
11,881
+1,969
+20% +$164K ﹤0.01% 2403
2020
Q4 		$776K Buy
9,912
+1,469
+17% +$106K ﹤0.01% 2416
2020
Q3 		$559K Sell
8,443
-6,161
-42% -$395K ﹤0.01% 2395
2020
Q2 		$866K Buy
14,604
+3,662
+33% +$204K ﹤0.01% 2052
2020
Q1 		$537K Sell
10,942
-10,068
-48% -$588K ﹤0.01% 2192
2019
Q4 		$1.28M Buy
21,010
+12,446
+145% +$738K ﹤0.01% 1871
2019
Q3 		$499K Sell
8,564
-118,842
-93% -$6.99M ﹤0.01% 2377
2019
Q2 		$7.49M Buy
127,406
+10,648
+9% +$617K 0.01% 846
2019
Q1 		$6.61M Buy
+116,758
New +$6.14M 0.01% 873
2018
Q4 		– Sell
-102,340
Closed -$5.6M – 2919
2018
Q3 		$5.6M Sell
102,340
-47,020
-31% -$2.47M 0.01% 393
2018
Q2 		$7.31M Buy
+149,360
New +$7.15M 0.02% 391

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's XMMO Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 184% in Q1 2026, buying an estimated $99.6M and bringing the position to 1,061,925 shares worth $154M. The position accounts for 0.04% of the portfolio, ranked #394.

Envestnet Asset Management first reported a position in XMMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $459M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Envestnet Asset Management held 1,061,925 shares of Invesco S&P MidCap Momentum ETF worth $154M as of Q1 2026.
  • Envestnet Asset Management bought 688,467 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $99.6M.
  • Invesco S&P MidCap Momentum ETF made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #394 holding.
  • Envestnet Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $459M in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.