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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gladstone Institutional Advisory's XMMO Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.9% in Q1 2026, selling an estimated $24.6K and leaving 4,136 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #499.

Gladstone Institutional Advisory first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Gladstone Institutional Advisory held 4,136 shares of Invesco S&P MidCap Momentum ETF worth $600K as of Q1 2026.
Gladstone Institutional Advisory sold 170 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $24.6K.
Invesco S&P MidCap Momentum ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #499 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Invesco S&P MidCap Momentum ETF position peaked at $1.01M in Q4 2024.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.