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BFC Planning, Inc.’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

BFC Planning, Inc.’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 		$471K Buy
2,770
+361
+15% +$58.9K 0.02% 624
2026
Q1 		$349K Buy
2,409
+674
+39% +$97.5K 0.02% 678
2025
Q4 		$240K Buy
1,735
+1,403
+423% +$192K 0.01% 808
2025
Q3 		$44.9K Sell
332
-60
-15% -$7.9K ﹤0.01% 1235
2025
Q2 		$50.4K Sell
392
-274
-41% -$32.7K ﹤0.01% 1126
2025
Q1 		$75.9K Sell
666
-4,319
-87% -$532K 0.01% 964
2024
Q4 		$616K Buy
+4,985
New +$633K 0.05% 289

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFC Planning, Inc.'s XMMO Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 15% in Q2 2026, buying an estimated $58.9K and bringing the position to 2,770 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #624.

BFC Planning, Inc. first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $616K in Q4 2024. 487 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • BFC Planning, Inc. held 2,770 shares of Invesco S&P MidCap Momentum ETF worth $471K as of Q2 2026.
  • BFC Planning, Inc. bought 361 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $58.9K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #624 holding.
  • BFC Planning, Inc. first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Invesco S&P MidCap Momentum ETF position peaked at $616K in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.