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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
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
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 22.96% 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

EP Wealth Advisors's XMMO Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.3% in Q2 2026, selling an estimated $33.1K and leaving 2,591 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

EP Wealth Advisors first reported a position in XMMO in Q4 2020 and has held it in 20 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • EP Wealth Advisors held 2,591 shares of Invesco S&P MidCap Momentum ETF worth $441K as of Q2 2026.
  • EP Wealth Advisors sold 203 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $33.1K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1083 holding.
  • EP Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 20 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.