Essex Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Essex Financial Services’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	$1.1M	Buy	6,470 +4,866	+303%	+$794K	0.05%	295
2026 Q1	$233K	Buy	1,604 +110	+7%	+$15.9K	0.01%	707
2025 Q4	$207K	Buy	+1,494	New	+$204K	0.01%	748
2025 Q1	–	Sell	-1,712	Closed	-$211K	–	663
2024 Q4	$211K	Hold	1,712	–	–	0.01%	594
2024 Q3	$210K	Sell	1,712 -601	-26%	-$69.7K	0.02%	588
2024 Q2	$261K	Sell	2,313 -529	-19%	-$59.7K	0.02%	519
2024 Q1	$326K	Buy	+2,842	New	+$288K	0.03%	401

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Essex Financial Services's XMMO Position: Q2 2026 in Review

Essex Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 303% in Q2 2026, buying an estimated $794K and bringing the position to 6,470 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #295.

Essex Financial Services first reported a position in XMMO in Q1 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Essex Financial Services held 6,470 shares of Invesco S&P MidCap Momentum ETF worth $1.1M as of Q2 2026.
Essex Financial Services bought 4,866 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $794K.
Invesco S&P MidCap Momentum ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #295 holding.
Essex Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.