Gentry Private Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Gentry Private Wealth’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	$225K	Buy	+1,321	New	+$215K	0.12%	104
2025 Q4	–	Sell	-1,624	Closed	-$220K	–	104
2025 Q3	$220K	Sell	1,624 -833	-34%	-$110K	0.15%	89
2025 Q2	$316K	Sell	2,457 -37	-1%	-$4.42K	0.24%	74
2025 Q1	$284K	Buy	2,494 +102	+4%	+$12.6K	0.23%	78
2024 Q4	$295K	Buy	2,392 +205	+9%	+$26K	1.23%	25
2024 Q3	$263K	Buy	+2,187	New	+$254K	0.22%	75

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

Gentry Private Wealth's XMMO Position: Q2 2026 in Review

Gentry Private Wealth opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,321 shares worth $225K. The stake represents 0.12% of the portfolio and ranks #104 among its holdings. This is a return to the name: Gentry Private Wealth previously reported a position in XMMO as recently as Q3 2025.

Gentry Private Wealth first reported a position in XMMO in Q3 2024 and has held it in 6 quarters since. The position peaked at $316K in Q2 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Gentry Private Wealth held 1,321 shares of Invesco S&P MidCap Momentum ETF worth $225K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Gentry Private Wealth position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.12% of Gentry Private Wealth's portfolio in Q2 2026, its #104 holding.
Gentry Private Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 6 quarters since.
Gentry Private Wealth's Invesco S&P MidCap Momentum ETF position peaked at $316K in Q2 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.