Foundations Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Foundations Investment 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	$216K	Sell	1,267 -5,913	-82%	-$964K	﹤0.01%	1111
2026 Q1	$1.04M	Buy	7,180 +1,832	+34%	+$265K	0.01%	513
2025 Q4	$740K	Sell	5,348 -6	-0.1%	-$820	0.01%	591
2025 Q3	$724K	Sell	5,354 -158,231	-97%	-$20.8M	0.01%	551
2025 Q2	$21M	Buy	163,585 +1,266	+0.8%	+$151K	0.33%	74
2025 Q1	$18.5M	Sell	162,319 -54,086	-25%	-$6.66M	0.34%	70
2024 Q4	$26.7M	Buy	216,405 +47,969	+28%	+$6.09M	0.52%	48
2024 Q3	$20.3M	Sell	168,436 -47,470	-22%	-$5.51M	0.43%	59
2024 Q2	$24.6M	Buy	215,906 +55,650	+35%	+$6.28M	0.6%	38
2024 Q1	$18.4M	Buy	160,256 +18,464	+13%	+$1.87M	0.48%	49
2023 Q4	$13.6M	Buy	141,792 +114,627	+422%	+$9.42M	0.36%	60
2023 Q3	$2.19M	Buy	+27,165	New	+$2.21M	0.07%	212

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

Foundations Investment Advisors's XMMO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 82% in Q2 2026, selling an estimated $964K and leaving 1,267 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Foundations Investment Advisors first reported a position in XMMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.7M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Foundations Investment Advisors held 1,267 shares of Invesco S&P MidCap Momentum ETF worth $216K as of Q2 2026.
Foundations Investment Advisors sold 5,913 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $964K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1111 holding.
Foundations Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $26.7M in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.