EH
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Equitable Holdings’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Equitable Holdings’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 		$29.8M Buy
175,074
+7,346
+4% +$1.2M 0.18% 122
2026
Q1 		$23.2M Buy
167,728
+19,408
+13% +$2.81M 0.15% 135
2025
Q4 		$20.5M Buy
148,320
+8,198
+6% +$1.12M 0.14% 134
2025
Q3 		$18.9M Buy
140,122
+18,802
+15% +$2.47M 0.14% 134
2025
Q2 		$15.6M Buy
121,320
+7,864
+7% +$940K 0.13% 141
2025
Q1 		$12.9M Buy
113,456
+24,998
+28% +$3.08M 0.12% 150
2024
Q4 		$10.9M Buy
88,458
+44,450
+101% +$5.64M 0.1% 165
2024
Q3 		$5.3M Buy
44,008
+6,471
+17% +$750K 0.05% 268
2024
Q2 		$4.28M Buy
37,537
+5,829
+18% +$658K 0.05% 291
2024
Q1 		$3.64M Buy
31,708
+5,530
+21% +$560K 0.04% 308
2023
Q4 		$2.35M Buy
26,178
+2,577
+11% +$212K 0.03% 370
2023
Q3 		$1.9M Buy
23,601
+18,175
+335% +$1.48M 0.03% 378
2023
Q2 		$431K Buy
5,426
+134
+3% +$10.1K 0.01% 745
2023
Q1 		$400K Sell
5,292
-2,955
-36% -$226K 0.01% 712
2022
Q4 		$621K Buy
8,247
+3,927
+91% +$302K 0.01% 561
2022
Q3 		$301K Buy
4,320
+243
+6% +$18.6K 0.01% 686
2022
Q2 		$290K Sell
4,077
-83
-2% -$6.63K 0.01% 704
2022
Q1 		$359K Sell
4,160
-155
-4% -$13.2K 0.01% 666
2021
Q4 		$392K Buy
4,315
+360
+9% +$32.6K 0.01% 631
2021
Q3 		$333K Hold
3,955
– – 0.01% 642
2021
Q2 		$339K Buy
3,955
+75
+2% +$6.3K 0.01% 633
2021
Q1 		$325K Buy
3,880
+116
+3% +$9.64K 0.01% 605
2020
Q4 		$295K Sell
3,764
-4,760
-56% -$345K 0.01% 566
2020
Q3 		$565K Sell
8,524
-697
-8% -$44.6K 0.01% 394
2020
Q2 		$547K Buy
9,221
+233
+3% +$13K 0.02% 391
2020
Q1 		$441K Sell
8,988
-12,481
-58% -$729K 0.02% 387
2019
Q4 		$1.31M Buy
+21,469
New +$1.27M 0.04% 257

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

Equitable Holdings's XMMO Position: Q2 2026 in Review

Equitable Holdings increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.4% in Q2 2026, buying an estimated $1.2M and bringing the position to 175,074 shares worth $29.8M. The position accounts for 0.18% of the portfolio, ranked #122.

Equitable Holdings first reported a position in XMMO in Q4 2019 and has held it in 27 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Equitable Holdings held 175,074 shares of Invesco S&P MidCap Momentum ETF worth $29.8M as of Q2 2026.
  • Equitable Holdings bought 7,346 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.2M.
  • Invesco S&P MidCap Momentum ETF made up 0.18% of Equitable Holdings's portfolio in Q2 2026, its #122 holding.
  • Equitable Holdings first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 27 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.