Founders Financial Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Founders Financial Securities’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	$2.73M	Buy	16,057 +1,549	+11%	+$253K	0.14%	147
2026 Q1	$2.24M	Buy	14,508 +1,075	+8%	+$155K	0.13%	161
2025 Q4	$1.86M	Buy	13,433 +1,141	+9%	+$156K	0.11%	180
2025 Q3	$1.66M	Buy	12,292 +137	+1%	+$18K	0.11%	178
2025 Q2	$1.56M	Buy	+12,155	New	+$1.45M	0.12%	179
2025 Q1	–	Sell	-8,346	Closed	-$1.03M	–	506
2024 Q4	$1.03M	Buy	8,346 +1,150	+16%	+$146K	0.09%	179
2024 Q3	$866K	Sell	7,196 -172	-2%	-$19.9K	0.08%	198
2024 Q2	$840K	Buy	+7,368	New	+$832K	0.08%	205

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

Founders Financial Securities's XMMO Position: Q2 2026 in Review

Founders Financial Securities increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 11% in Q2 2026, buying an estimated $253K and bringing the position to 16,057 shares worth $2.73M. The position accounts for 0.14% of the portfolio, ranked #147.

Founders Financial Securities first reported a position in XMMO in Q2 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Founders Financial Securities held 16,057 shares of Invesco S&P MidCap Momentum ETF worth $2.73M as of Q2 2026.
Founders Financial Securities bought 1,549 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $253K.
Invesco S&P MidCap Momentum ETF made up 0.14% of Founders Financial Securities's portfolio in Q2 2026, its #147 holding.
Founders Financial Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 8 quarters since.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.