Envestnet Portfolio Solutions’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-7,436	Closed	-$1.03M	–	1533
2025 Q4	$1.03M	Buy	7,436 +2,152	+41%	+$294K	﹤0.01%	744
2025 Q3	$715K	Buy	5,284 +1,290	+32%	+$170K	﹤0.01%	880
2025 Q2	$514K	Sell	3,994 -1,414	-26%	-$169K	﹤0.01%	1087
2025 Q1	$615K	Sell	5,408 -86,251	-94%	-$10.6M	﹤0.01%	967
2024 Q4	$11.3M	Buy	+91,659	New	+$11.6M	0.04%	224
2024 Q2	–	Sell	-36,421	Closed	-$4.18M	–	1704
2024 Q1	$4.18M	Buy	+36,421	New	+$3.69M	0.02%	426

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.9% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions's XMMO Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 7,436 shares — an estimated $1.03M sold.

Envestnet Portfolio Solutions first reported a position in XMMO in Q1 2024 and held it in 6 quarters. The position peaked at $11.3M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 7,436 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $1.03M.
Envestnet Portfolio Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 6 quarters.
Envestnet Portfolio Solutions's Invesco S&P MidCap Momentum ETF position peaked at $11.3M in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.