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Godfrey Financial Associates’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Godfrey Financial 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 		$136K Hold
800
– – 0.1% 124
2026
Q1 		$116K Hold
800
– – 0.1% 131
2025
Q4 		$111K Buy
+800
New +$109K 0.1% 126

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

Godfrey Financial Associates's XMMO Position: Q2 2026 in Review

Godfrey Financial Associates held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 800 shares worth $136K. The position accounts for 0.1% of the portfolio, ranked #124.

Godfrey Financial Associates first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Godfrey Financial Associates held 800 shares of Invesco S&P MidCap Momentum ETF worth $136K as of Q2 2026.
  • Godfrey Financial Associates left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.1% of Godfrey Financial Associates's portfolio in Q2 2026, its #124 holding.
  • Godfrey Financial Associates first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.