EverSource Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

EverSource Wealth Advisors’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	$185K	Hold	1,087	–	–	0.01%	1040
2026 Q1	$158K	Buy	+1,087	New	+$157K	﹤0.01%	1182
2025 Q3	–	Sell	-333	Closed	-$42.8K	–	4496
2025 Q2	$42.8K	Sell	333 -1,046	-76%	-$125K	﹤0.01%	1719
2025 Q1	$157K	Buy	1,379 +1,308	+1,842%	+$161K	0.01%	751
2024 Q4	$8.77K	Buy	+71	New	+$9.01K	﹤0.01%	2070

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

EverSource Wealth Advisors's XMMO Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 1,087 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1040.

EverSource Wealth Advisors first reported a position in XMMO in Q4 2024 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

EverSource Wealth Advisors held 1,087 shares of Invesco S&P MidCap Momentum ETF worth $185K as of Q2 2026.
EverSource Wealth Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1040 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 5 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.