Gladstone Institutional Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Gladstone Institutional Advisory’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	$650K	Sell	3,818 -318	-8%	-$51.9K	0.02%	518
2026 Q1	$600K	Sell	4,136 -170	-4%	-$24.6K	0.02%	499
2025 Q4	$596K	Sell	4,306 -1,052	-20%	-$144K	0.02%	464
2025 Q3	$725K	Sell	5,358 -225	-4%	-$29.6K	0.03%	430
2025 Q2	$718K	Sell	5,583 -2,095	-27%	-$250K	0.03%	408
2025 Q1	$873K	Sell	7,678 -525	-6%	-$64.7K	0.04%	355
2024 Q4	$1.01M	Buy	+8,203	New	+$1.04M	0.05%	327

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

Gladstone Institutional Advisory's XMMO Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.7% in Q2 2026, selling an estimated $51.9K and leaving 3,818 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #518.

Gladstone Institutional Advisory first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Gladstone Institutional Advisory held 3,818 shares of Invesco S&P MidCap Momentum ETF worth $650K as of Q2 2026.
Gladstone Institutional Advisory sold 318 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $51.9K.
Invesco S&P MidCap Momentum ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #518 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Invesco S&P MidCap Momentum ETF position peaked at $1.01M in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.