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Great Valley Advisor Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Great Valley Advisor Group’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 		$60.2M Buy
353,974
+10,299
+3% +$1.68M 0.95% 22
2026
Q1 		$49.8M Sell
343,675
-55,601
-14% -$8.04M 0.91% 22
2025
Q4 		$55.3M Buy
399,276
+188,111
+89% +$25.7M 1.06% 16
2025
Q3 		$28.6M Buy
211,165
+5,198
+3% +$684K 0.57% 45
2025
Q2 		$26.5M Sell
205,967
-3,092
-1% -$369K 0.59% 43
2025
Q1 		$23.8M Buy
209,059
+9,603
+5% +$1.18M 0.51% 53
2024
Q4 		$24.6M Buy
199,456
+13,132
+7% +$1.67M 0.55% 40
2024
Q3 		$22.4M Buy
186,324
+6,111
+3% +$709K 0.55% 42
2024
Q2 		$20.5M Buy
180,213
+102,989
+133% +$11.6M 0.57% 38
2024
Q1 		$8.87M Sell
77,224
-11,270
-13% -$1.14M 0.27% 95
2023
Q4 		$7.95M Buy
88,494
+830
+0.9% +$68.2K 0.28% 92
2023
Q3 		$7.06M Sell
87,664
-516
-0.6% -$41.9K 0.29% 88
2023
Q2 		$7.01M Buy
88,180
+2,897
+3% +$218K 0.29% 89
2023
Q1 		$6.44M Buy
85,283
+6,196
+8% +$475K 0.3% 91
2022
Q4 		$5.96M Buy
79,087
+668
+0.9% +$51.3K 0.3% 85
2022
Q3 		$5.47M Buy
+78,419
New +$6M 0.31% 81

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

Great Valley Advisor Group's XMMO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3% in Q2 2026, buying an estimated $1.68M and bringing the position to 353,974 shares worth $60.2M. The position accounts for 0.95% of the portfolio, ranked #22.

Great Valley Advisor Group first reported a position in XMMO in Q3 2022 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Great Valley Advisor Group held 353,974 shares of Invesco S&P MidCap Momentum ETF worth $60.2M as of Q2 2026.
  • Great Valley Advisor Group bought 10,299 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.68M.
  • Invesco S&P MidCap Momentum ETF made up 0.95% of Great Valley Advisor Group's portfolio in Q2 2026, its #22 holding.
  • Great Valley Advisor Group first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 16 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.