Glass Jacobson Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Glass Jacobson Investment Advisors’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	-415	Closed	-$51.2K	–	873
2025 Q1	$51.2K	Hold	415	–	–	0.02%	369
2024 Q4	$51.2K	Buy	415 +160	+63%	+$20.3K	0.02%	369
2024 Q3	$30.7K	Buy	255 +26	+11%	+$3.02K	0.01%	438
2024 Q2	$26.1K	Buy	+229	New	+$25.9K	0.01%	442
2024 Q1	–	Sell	-770	Closed	-$69.1K	–	789
2023 Q4	$69.1K	Sell	770 -56	-7%	-$4.6K	0.03%	303
2023 Q3	$66.5K	Sell	826 -45	-5%	-$3.66K	0.03%	303
2023 Q2	$69.3K	Buy	+871	New	+$65.7K	0.03%	300

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

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

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

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 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

Glass Jacobson Investment Advisors's XMMO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 415 shares — an estimated $51.2K sold.

Glass Jacobson Investment Advisors first reported a position in XMMO in Q2 2023 and held it in 7 quarters. The position peaked at $69.3K in Q2 2023. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 415 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $51.2K.
Glass Jacobson Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2023 and held it in 7 quarters.
Glass Jacobson Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $69.3K in Q2 2023.
351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.