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Financial Advocates Investment Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$688K Sell
5,090
-8,302
-62% -$1.09M 0.39% 67
2025
Q2 		$1.72M Sell
13,392
-51,440
-79% -$6.15M 0.14% 147
2025
Q1 		$7.38M Buy
64,832
+3,498
+6% +$431K 0.52% 40
2024
Q4 		$7.58M Sell
61,334
-6,290
-9% -$798K 0.43% 47
2024
Q3 		$7.49M Buy
67,624
+15,696
+30% +$1.82M 0.42% 53
2024
Q2 		$5.92M Sell
51,928
-9,330
-15% -$1.05M 0.37% 56
2024
Q1 		$6.29M Buy
61,258
+16,998
+38% +$1.72M 0.36% 65
2023
Q4 		$3.98M Buy
44,260
+2,818
+7% +$232K 0.26% 90
2023
Q3 		$3.34M Buy
41,442
+2,286
+6% +$186K 0.24% 106
2023
Q2 		$3.11M Buy
39,156
+24,107
+160% +$1.82M 0.22% 112
2023
Q1 		$1.14M Sell
15,049
-21
-0.1% -$1.61K 0.08% 264
2022
Q4 		$1.13M Sell
15,070
-6,983
-32% -$536K 0.08% 257
2022
Q3 		$1.54M Sell
22,053
-1,912
-8% -$146K 0.13% 183
2022
Q2 		$1.71M Buy
23,965
+883
+4% +$70.5K 0.14% 182
2022
Q1 		$1.99M Buy
23,082
+13,440
+139% +$1.15M 0.13% 192
2021
Q4 		$877K Buy
9,642
+1,031
+12% +$93.4K 0.06% 351
2021
Q3 		$725K Buy
8,611
+508
+6% +$43.5K 0.05% 390
2021
Q2 		$694K Sell
8,103
-1,759
-18% -$148K 0.05% 402
2021
Q1 		$827K Buy
9,862
+1,881
+24% +$156K 0.06% 368
2020
Q4 		$625K Buy
7,981
+1,826
+30% +$132K 0.04% 397
2020
Q3 		$408K Buy
6,155
+229
+4% +$14.7K 0.03% 412
2020
Q2 		$352K Buy
5,926
+161
+3% +$8.96K 0.03% 429
2020
Q1 		$283K Buy
+5,765
New +$337K 0.04% 367

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's XMMO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 62% in Q3 2025, selling an estimated $1.09M and leaving 5,090 shares worth $688K. The position accounts for 0.39% of the portfolio, ranked #67.

Financial Advocates Investment Management first reported a position in XMMO in Q1 2020 and has held it in 23 quarters since. The position peaked at $7.58M in Q4 2024. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

  • Financial Advocates Investment Management held 5,090 shares of Invesco S&P MidCap Momentum ETF worth $688K as of Q3 2025.
  • Financial Advocates Investment Management sold 8,302 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $1.09M.
  • Invesco S&P MidCap Momentum ETF made up 0.39% of Financial Advocates Investment Management's portfolio in Q3 2025, its #67 holding.
  • Financial Advocates Investment Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 23 quarters since.
  • Financial Advocates Investment Management's Invesco S&P MidCap Momentum ETF position peaked at $7.58M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.