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Global Wealth Strategies & Associates’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-11
Closed -$1.59K – 494
2026
Q1 		$1.59K Sell
11
-2
-15% -$289 ﹤0.01% 438
2025
Q4 		$1.8K Buy
+13
New +$1.78K ﹤0.01% 437

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 22.9% 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 Wealth Strategies & Associates's XMMO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 11 shares — an estimated $1.59K sold.

Global Wealth Strategies & Associates first reported a position in XMMO in Q4 2025 and held it in 2 quarters. The position peaked at $1.8K in Q4 2025. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 11 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.59K.
  • Global Wealth Strategies & Associates first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Invesco S&P MidCap Momentum ETF position peaked at $1.8K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.