Fortitude Family Office’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fortitude Family Office’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	$2.09M	Hold	12,300	–	–	0.41%	48
2026 Q1	$1.78M	Hold	12,300	–	–	0.4%	49
2025 Q4	$1.7M	Hold	12,300	–	–	0.4%	54
2025 Q3	$1.66M	Hold	12,300	–	–	0.45%	51
2025 Q2	$1.58M	Hold	12,300	–	–	0.52%	43
2025 Q1	$1.4M	Hold	12,300	–	–	0.5%	33
2024 Q4	$1.52M	Buy	+12,300	New	+$1.56M	0.54%	34

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

Fortitude Family Office's XMMO Position: Q2 2026 in Review

Fortitude Family Office held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 12,300 shares worth $2.09M. The position accounts for 0.41% of the portfolio, ranked #48.

Fortitude Family Office 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.

Fortitude Family Office held 12,300 shares of Invesco S&P MidCap Momentum ETF worth $2.09M as of Q2 2026.
Fortitude Family Office left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.41% of Fortitude Family Office's portfolio in Q2 2026, its #48 holding.
Fortitude Family Office 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 Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.