Family Investment Center’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Family Investment Center’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	$14.2M	Sell	97,708 -5,254	-5%	-$760K	2.73%	12
2025 Q4	$14.3M	Buy	102,962 +389	+0.4%	+$53.2K	2.88%	12
2025 Q3	$13.9M	Buy	102,573 +3,116	+3%	+$410K	2.88%	12
2025 Q2	$12.8M	Buy	99,457 +3,648	+4%	+$436K	2.9%	11
2025 Q1	$10.9M	Buy	95,809 +81,193	+556%	+$10M	2.66%	12
2024 Q4	$1.81M	Buy	+14,616	New	+$1.85M	0.46%	28

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Investment Center's XMMO Position: Q1 2026 in Review

Family Investment Center reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 5.1% in Q1 2026, selling an estimated $760K and leaving 97,708 shares worth $14.2M. The position accounts for 2.73% of the portfolio, ranked #12.

Family Investment Center first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.3M in Q4 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Family Investment Center held 97,708 shares of Invesco S&P MidCap Momentum ETF worth $14.2M as of Q1 2026.
Family Investment Center sold 5,254 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $760K.
Invesco S&P MidCap Momentum ETF made up 2.73% of Family Investment Center's portfolio in Q1 2026, its #12 holding.
Family Investment Center first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Family Investment Center's Invesco S&P MidCap Momentum ETF position peaked at $14.3M in Q4 2025.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.