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GeoWealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

GeoWealth Management’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
2025
Q2 		– Sell
-8,923
Closed -$1.02M – 1296
2025
Q1 		$1.02M Buy
8,923
+628
+8% +$77.4K 0.04% 257
2024
Q4 		$1.02M Buy
8,295
+1,253
+18% +$159K 0.03% 290
2024
Q3 		$847K Buy
7,042
+2,124
+43% +$246K 0.03% 342
2024
Q2 		$561K Sell
4,918
-83,696
-94% -$9.45M 0.02% 402
2024
Q1 		$10.2M Buy
+88,614
New +$8.98M 0.39% 50
2022
Q4 		– Sell
-31,324
Closed -$2.19M – 397
2022
Q3 		$2.19M Buy
+31,324
New +$2.4M 0.24% 80
2022
Q2 		– Sell
-11,359
Closed -$981K – 410
2022
Q1 		$981K Sell
11,359
-1,795
-14% -$153K 0.09% 144
2021
Q4 		$1.2M Sell
13,154
-168,857
-93% -$15.3M 0.1% 137
2021
Q3 		$15.3M Buy
+182,011
New +$15.6M 1.26% 17

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

GeoWealth Management's XMMO Position: Q2 2025 in Review

GeoWealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 8,923 shares — an estimated $1.02M sold.

GeoWealth Management first reported a position in XMMO in Q3 2021 and held it in 9 quarters. The position peaked at $15.3M in Q3 2021. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • GeoWealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 8,923 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $1.02M.
  • GeoWealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and held it in 9 quarters.
  • GeoWealth Management's Invesco S&P MidCap Momentum ETF position peaked at $15.3M in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.