GRP
XMMO icon

Global Retirement Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Global Retirement Partners’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 		$2.22M Buy
+13,024
New +$2.12M 0.03% 458
2025
Q4 		$1.2M Sell
8,670
-926
-10% -$127K 0.02% 601
2025
Q3 		$1.3M Buy
9,596
+2,720
+40% +$358K 0.03% 469
2025
Q2 		$884K Buy
+6,876
New +$822K 0.02% 537
2024
Q4 		$899K Buy
7,276
+6,662
+1,085% +$845K 0.03% 478
2024
Q3 		$73.9K Buy
614
+453
+281% +$52.5K ﹤0.01% 1374
2024
Q2 		$18.4K Sell
161
-404
-72% -$45.6K ﹤0.01% 2031
2024
Q1 		$64.9K Buy
565
+378
+202% +$38.3K ﹤0.01% 1283
2023
Q4 		$16.7K Hold
187
– – ﹤0.01% 1842
2023
Q3 		$14.8K Hold
187
– – ﹤0.01% 1787
2023
Q2 		$14.8K Sell
187
-182
-49% -$13.7K ﹤0.01% 1808
2023
Q1 		$27.4K Buy
369
+12
+3% +$920 ﹤0.01% 1506
2022
Q4 		$26.9K Buy
357
+202
+130% +$15.5K ﹤0.01% 1356
2022
Q3 		$12K Buy
155
+144
+1,309% +$11K ﹤0.01% 1625
2022
Q2 		$1K Hold
11
– – ﹤0.01% 2604
2022
Q1 		$1K Buy
+11
New +$938 ﹤0.01% 2563

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's XMMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 13,024 shares worth $2.22M. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XMMO as recently as Q4 2025.

Global Retirement Partners first reported a position in XMMO in Q1 2022 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Global Retirement Partners held 13,024 shares of Invesco S&P MidCap Momentum ETF worth $2.22M as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #458 holding.
  • Global Retirement Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2022 and has held it in 16 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.