Grandview Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Grandview Asset 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 Q1	$729K	Sell	5,146 -291	-5%	-$42.1K	0.21%	70
2025 Q4	$753K	Sell	5,437 -880	-14%	-$120K	0.21%	72
2025 Q3	$854K	Sell	6,317 -1,797	-22%	-$237K	0.24%	65
2025 Q2	$1.04M	Sell	8,114 -194	-2%	-$23.2K	0.33%	52
2025 Q1	$945K	Buy	+8,308	New	+$1.02M	0.36%	54

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grandview Asset Management's XMMO Position: Q1 2026 in Review

Grandview Asset Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 5.4% in Q1 2026, selling an estimated $42.1K and leaving 5,146 shares worth $729K. The position accounts for 0.21% of the portfolio, ranked #70.

Grandview Asset Management first reported a position in XMMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Grandview Asset Management held 5,146 shares of Invesco S&P MidCap Momentum ETF worth $729K as of Q1 2026.
Grandview Asset Management sold 291 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $42.1K.
Invesco S&P MidCap Momentum ETF made up 0.21% of Grandview Asset Management's portfolio in Q1 2026, its #70 holding.
Grandview Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 5 quarters since.
Grandview Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $1.04M in Q2 2025.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.