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EPG Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

EPG Wealth 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
2025
Q2 		– Sell
-4,363
Closed -$496K – 423
2025
Q1 		$496K Buy
4,363
+9
+0.2% +$1.11K 0.14% 165
2024
Q4 		$538K Buy
4,354
+4
+0.1% +$508 0.14% 153
2024
Q3 		$523K Buy
+4,350
New +$504K 0.13% 163
2024
Q2 		– Sell
-4,346
Closed -$491K – 171
2024
Q1 		$499K Buy
4,346
+4
+0.1% +$405 0.12% 169
2023
Q4 		$433K Sell
4,342
-649
-13% -$53.3K 0.11% 170
2023
Q3 		$402K Buy
4,991
+8
+0.2% +$650 0.12% 165
2023
Q2 		$396K Buy
4,983
+6
+0.1% +$452 0.12% 168
2023
Q1 		$376K Sell
4,977
-308
-6% -$23.6K 0.12% 167
2022
Q4 		$398K Sell
5,285
-8
-0.2% -$614 0.15% 125
2022
Q3 		$369K Buy
5,293
+14
+0.3% +$1.07K 0.15% 135
2022
Q2 		$376K Sell
5,279
-1,466
-22% -$117K 0.16% 134
2022
Q1 		$582K Buy
6,745
+14
+0.2% +$1.19K 0.2% 98
2021
Q4 		$612K Sell
6,731
-19
-0.3% -$1.72K 0.22% 96
2021
Q3 		$568K Buy
6,750
+2
+0% +$171 0.23% 94
2021
Q2 		$578K Buy
6,748
+2
+0% +$168 0.25% 94
2021
Q1 		$565K Buy
6,746
+3
+0% +$249 0.27% 85
2020
Q4 		$528K Buy
6,743
+3
+0% +$217 0.32% 70
2020
Q3 		$446K Sell
6,740
-439
-6% -$28.1K 0.33% 70
2020
Q2 		$426K Sell
7,179
-193
-3% -$10.7K 0.3% 80
2020
Q1 		$362K Buy
+7,372
New +$430K 0.27% 77

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

EPG Wealth Management's XMMO Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 4,363 shares — an estimated $496K sold.

EPG Wealth Management first reported a position in XMMO in Q1 2020 and held it in 20 quarters. The position peaked at $612K in Q4 2021. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • EPG Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 4,363 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $496K.
  • EPG Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and held it in 20 quarters.
  • EPG Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $612K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.