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Greykasell Wealth Strategies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Greykasell Wealth Strategies’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 		$45.9K Buy
317
+1
+0.3% +$145 0.02% 251
2025
Q4 		$43.8K Hold
316
– – 0.02% 250
2025
Q3 		$42.8K Buy
+316
New +$41.6K 0.02% 220

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 $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greykasell Wealth Strategies's XMMO Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.32% in Q1 2026, buying an estimated $145 and bringing the position to 317 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #251.

Greykasell Wealth Strategies first reported a position in XMMO in Q3 2025 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Greykasell Wealth Strategies held 317 shares of Invesco S&P MidCap Momentum ETF worth $45.9K as of Q1 2026.
  • Greykasell Wealth Strategies bought 1 Invesco S&P MidCap Momentum ETF share in Q1 2026, an estimated $145.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #251 holding.
  • Greykasell Wealth Strategies first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.