EFT
XMMO icon

Envision Financial Transparency’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Envision Financial Transparency’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
-2,226
Closed -$323K – 90
2026
Q1 		$323K Buy
+2,226
New +$322K 0.31% 42

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 22.9% 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

Envision Financial Transparency's XMMO Position: Q2 2026 in Review

Envision Financial Transparency sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 2,226 shares — an estimated $323K sold.

Envision Financial Transparency first reported a position in XMMO in Q1 2026 and held it in 1 quarter. The position peaked at $323K in Q1 2026. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Envision Financial Transparency reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 2,226 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $323K.
  • Envision Financial Transparency first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's Invesco S&P MidCap Momentum ETF position peaked at $323K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.