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

Flagship 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	$12.1M	Buy	71,307 +21,337	+43%	+$3.48M	2.72%	9
2026 Q1	$6.43M	Sell	49,970 -18,237	-27%	-$2.64M	2.76%	8
2025 Q4	$9.44M	Buy	68,207 +6,984	+11%	+$955K	2.75%	8
2025 Q3	$8.28M	Buy	61,223 +2,972	+5%	+$391K	2.73%	8
2025 Q2	$7.49M	Sell	58,251 -4,140	-7%	-$495K	2.82%	8
2025 Q1	$7.1M	Buy	62,391 +21,922	+54%	+$2.7M	2.99%	7
2024 Q4	$5M	Buy	+40,469	New	+$5.13M	2.94%	9

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

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

Flagship Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 43% in Q2 2026, buying an estimated $3.48M and bringing the position to 71,307 shares worth $12.1M. The position accounts for 2.72% of the portfolio, ranked #9.

Flagship Wealth Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Flagship Wealth Advisors held 71,307 shares of Invesco S&P MidCap Momentum ETF worth $12.1M as of Q2 2026.
Flagship Wealth Advisors bought 21,337 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $3.48M.
Invesco S&P MidCap Momentum ETF made up 2.72% of Flagship Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Flagship Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.