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

GoalVest 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	$23.1K	Sell	136 -40	-23%	-$6.52K	﹤0.01%	289
2026 Q1	$25.5K	Hold	176	–	–	0.01%	305
2025 Q4	$24.4K	Sell	176 -35	-17%	-$4.79K	﹤0.01%	326
2025 Q3	$28.5K	Buy	+211	New	+$27.8K	0.01%	269
2025 Q2	–	Sell	-63	Closed	-$7.17K	–	538
2025 Q1	$7.17K	Hold	63	–	–	﹤0.01%	279
2024 Q4	$7.78K	Sell	63 -105	-63%	-$13.3K	﹤0.01%	293
2024 Q3	$20.2K	Buy	+168	New	+$19.5K	0.01%	266

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

GoalVest Advisory's XMMO Position: Q2 2026 in Review

GoalVest Advisory reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 23% in Q2 2026, selling an estimated $6.52K and leaving 136 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

GoalVest Advisory first reported a position in XMMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.5K in Q3 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

GoalVest Advisory held 136 shares of Invesco S&P MidCap Momentum ETF worth $23.1K as of Q2 2026.
GoalVest Advisory sold 40 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $6.52K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #289 holding.
GoalVest Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
GoalVest Advisory's Invesco S&P MidCap Momentum ETF position peaked at $28.5K in Q3 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.