Financial Freedom LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Financial Freedom LLC’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	$1.39M	Buy	8,165 +492	+6%	+$80.2K	0.64%	39
2026 Q1	$1.11M	Buy	7,673 +930	+14%	+$135K	0.55%	43
2025 Q4	$934K	Buy	6,743 +386	+6%	+$52.8K	0.46%	47
2025 Q3	$860K	Buy	6,357 +6	+0.1%	+$790	0.43%	48
2025 Q2	$817K	Buy	6,351 +580	+10%	+$69.3K	0.44%	46
2025 Q1	$656K	Buy	5,771 +5,214	+936%	+$642K	0.38%	49
2024 Q4	$68.8K	Buy	557 +1	+0.2%	+$127	0.04%	151
2024 Q3	$66.9K	Buy	556 +1	+0.2%	+$116	0.04%	155
2024 Q2	$63.3K	Hold	555	–	–	0.04%	155
2024 Q1	$63.8K	Hold	555	–	–	0.04%	150
2023 Q4	$49.8K	Buy	555 +1	+0.2%	+$82	0.03%	156
2023 Q3	$44.6K	Buy	554 +1	+0.2%	+$81	0.03%	158
2023 Q2	$44K	Buy	553 +1	+0.2%	+$75	0.03%	153
2023 Q1	$41.7K	Buy	552 +2	+0.4%	+$153	0.03%	159
2022 Q4	$41.4K	Buy	+550	New	+$42.2K	0.03%	160

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

Financial Freedom LLC's XMMO Position: Q2 2026 in Review

Financial Freedom LLC increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.4% in Q2 2026, buying an estimated $80.2K and bringing the position to 8,165 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #39.

Financial Freedom LLC first reported a position in XMMO in Q4 2022 and has held it in 15 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Financial Freedom LLC held 8,165 shares of Invesco S&P MidCap Momentum ETF worth $1.39M as of Q2 2026.
Financial Freedom LLC bought 492 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $80.2K.
Invesco S&P MidCap Momentum ETF made up 0.64% of Financial Freedom LLC's portfolio in Q2 2026, its #39 holding.
Financial Freedom LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 15 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.