EP Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

EP Wealth Advisors’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 Q3	$380K	Hold	2,591	–	–	﹤0.01%	1118
2026 Q2	$441K	Sell	2,591 -203	-7%	-$33.1K	﹤0.01%	1083
2026 Q1	$405K	Buy	2,794 +203	+8%	+$29.4K	﹤0.01%	1002
2025 Q4	$359K	Buy	+2,591	New	+$354K	﹤0.01%	1035
2025 Q2	$333K	Hold	2,591	–	–	﹤0.01%	961
2025 Q1	$295K	Sell	2,591 -184	-7%	-$22.7K	﹤0.01%	917
2024 Q4	$343K	Buy	2,775 +200	+8%	+$25.4K	﹤0.01%	818
2024 Q3	$310K	Hold	2,575	–	–	﹤0.01%	844
2024 Q2	$294K	Hold	2,575	–	–	﹤0.01%	660
2024 Q1	$296K	Hold	2,575	–	–	﹤0.01%	630
2023 Q4	$231K	Hold	2,575	–	–	﹤0.01%	681
2023 Q3	$207K	Buy	2,575 +2,096	+438%	+$170K	﹤0.01%	662
2023 Q2	$205K	Buy	+479	New	+$36.1K	﹤0.01%	651
2023 Q1	–	Sell	-2,610	Closed	-$197K	–	720
2022 Q4	$197K	Buy	+2,610	New	+$200K	﹤0.01%	556
2022 Q3	–	Sell	-2,610	Closed	-$186K	–	661
2022 Q2	$186K	Hold	2,610	–	–	﹤0.01%	585
2022 Q1	$225K	Hold	2,610	–	–	﹤0.01%	550
2021 Q4	$237K	Hold	2,610	–	–	0.01%	506
2021 Q3	$220K	Hold	2,610	–	–	0.01%	497
2021 Q2	$223K	Hold	2,610	–	–	0.01%	497
2021 Q1	$219K	Hold	2,610	–	–	0.01%	460
2020 Q4	$204K	Buy	+2,610	New	+$189K	0.01%	412

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

EP Wealth Advisors's XMMO Position: Q3 2026 in Review

EP Wealth Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2026 at 2,591 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

EP Wealth Advisors first reported a position in XMMO in Q4 2020 and has held it in 21 quarters since. The position peaked at $441K in Q2 2026. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

EP Wealth Advisors held 2,591 shares of Invesco S&P MidCap Momentum ETF worth $380K as of Q3 2026.
EP Wealth Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1118 holding.
EP Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 21 quarters since.
EP Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $441K in Q2 2026.
409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.