Guardian Asset Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Guardian Asset Advisors’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	$6.26M	Buy	+36,761	New	+$6M	2.88%	7
2026 Q1	–	Sell	-43,619	Closed	-$6.04M	–	111
2025 Q4	$6.04M	Buy	43,619 +1,061	+2%	+$145K	3.14%	9
2025 Q3	$5.76M	Buy	+42,558	New	+$5.6M	3.1%	9

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

Guardian Asset Advisors's XMMO Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 36,761 shares worth $6.26M. The stake represents 2.88% of the portfolio and ranks #7 among its holdings. This is a return to the name: Guardian Asset Advisors previously reported a position in XMMO as recently as Q4 2025.

Guardian Asset Advisors first reported a position in XMMO in Q3 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Guardian Asset Advisors held 36,761 shares of Invesco S&P MidCap Momentum ETF worth $6.26M as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Guardian Asset Advisors position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 2.88% of Guardian Asset Advisors's portfolio in Q2 2026, its #7 holding.
Guardian Asset Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 3 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.