EH
XMMO icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Holdings's XMMO Position: Q1 2026 in Review

Equitable Holdings increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q1 2026, buying an estimated $2.81M and bringing the position to 167,728 shares worth $23.2M. The position accounts for 0.15% of the portfolio, ranked #135.

Equitable Holdings first reported a position in XMMO in Q4 2019 and has held it in 26 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Equitable Holdings held 167,728 shares of Invesco S&P MidCap Momentum ETF worth $23.2M as of Q1 2026.
  • Equitable Holdings bought 19,408 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $2.81M.
  • Invesco S&P MidCap Momentum ETF made up 0.15% of Equitable Holdings's portfolio in Q1 2026, its #135 holding.
  • Equitable Holdings first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 26 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.