Golden State Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Golden State Wealth Management’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	$36.8K	Hold	216	–	–	﹤0.01%	804
2026 Q1	$31.3K	Hold	216	–	–	﹤0.01%	805
2025 Q4	$29.9K	Hold	216	–	–	﹤0.01%	821
2025 Q3	$29.2K	Hold	216	–	–	﹤0.01%	819
2025 Q2	$27.8K	Buy	+216	New	+$25.8K	﹤0.01%	797
2025 Q1	–	Sell	-55	Closed	-$6.79K	–	1647
2024 Q4	$6.79K	Buy	+55	New	+$6.98K	﹤0.01%	1052
2022 Q1	$3.59M	Buy	41,589 +13,645	+49%	+$1.16M	0.7%	28
2021 Q4	$2.54M	Buy	27,944 +1,657	+6%	+$150K	0.44%	43
2021 Q3	$2.21M	Buy	26,287 +1,035	+4%	+$88.6K	0.48%	38
2021 Q2	$2.16M	Buy	+25,252	New	+$2.12M	0.48%	38
2020 Q2	–	Sell	-77	Closed	-$4K	–	970
2020 Q1	$4K	Buy	+77	New	+$4.49K	﹤0.01%	797

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

Golden State Wealth Management's XMMO Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 216 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Golden State Wealth Management first reported a position in XMMO in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.59M in Q1 2022. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Golden State Wealth Management held 216 shares of Invesco S&P MidCap Momentum ETF worth $36.8K as of Q2 2026.
Golden State Wealth Management left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #804 holding.
Golden State Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 11 quarters since.
Golden State Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $3.59M in Q1 2022.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.