Ethos Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ethos Financial Group’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	–	Sell	-11,408	Closed	-$1.65M	–	689
2026 Q1	$1.65M	Sell	11,408 -43,223	-79%	-$6.25M	0.12%	155
2025 Q4	$7.56M	Buy	+54,631	New	+$7.47M	0.56%	48
2024 Q4	–	Sell	-8,179	Closed	-$984K	–	422
2024 Q3	$984K	Buy	+8,179	New	+$949K	0.16%	79
2024 Q2	–	Sell	-9,011	Closed	-$1.03M	–	314
2024 Q1	$1.03M	Buy	+9,011	New	+$913K	0.2%	75

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 22.96% 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

Ethos Financial Group's XMMO Position: Q2 2026 in Review

Ethos Financial Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 11,408 shares — an estimated $1.65M sold.

Ethos Financial Group first reported a position in XMMO in Q1 2024 and held it in 4 quarters. The position peaked at $7.56M in Q4 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Ethos Financial Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 11,408 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.65M.
Ethos Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 4 quarters.
Ethos Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $7.56M in Q4 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.