Flagship Harbor Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Flagship Harbor 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	$7.04M	Buy	41,405 +3,553	+9%	+$580K	0.27%	95
2026 Q1	$5.49M	Buy	37,852 +3,508	+10%	+$507K	0.24%	101
2025 Q4	$4.76M	Buy	34,344 +1,337	+4%	+$183K	0.22%	103
2025 Q3	$4.46M	Buy	33,007 +2,306	+8%	+$304K	0.19%	117
2025 Q2	$3.95M	Buy	30,701 +870	+3%	+$104K	0.19%	122
2025 Q1	$3.39M	Buy	29,831 +5,370	+22%	+$662K	0.18%	120
2024 Q4	$3.02M	Buy	+24,461	New	+$3.1M	0.16%	123

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 22.9% 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

Flagship Harbor Advisors's XMMO Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9.4% in Q2 2026, buying an estimated $580K and bringing the position to 41,405 shares worth $7.04M. The position accounts for 0.27% of the portfolio, ranked #95.

Flagship Harbor Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Flagship Harbor Advisors held 41,405 shares of Invesco S&P MidCap Momentum ETF worth $7.04M as of Q2 2026.
Flagship Harbor Advisors bought 3,553 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $580K.
Invesco S&P MidCap Momentum ETF made up 0.27% of Flagship Harbor Advisors's portfolio in Q2 2026, its #95 holding.
Flagship Harbor Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.