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GW Henssler & Associates’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

GW Henssler & Associates’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 		$3.4M Sell
19,996
-202
-1% -$32.9K 0.15% 97
2026
Q1 		$2.93M Buy
20,198
+7,050
+54% +$1.02M 0.14% 98
2025
Q4 		$1.82M Buy
+13,148
New +$1.8M 0.09% 103

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

GW Henssler & Associates's XMMO Position: Q2 2026 in Review

GW Henssler & Associates reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1% in Q2 2026, selling an estimated $32.9K and leaving 19,996 shares worth $3.4M. The position accounts for 0.15% of the portfolio, ranked #97.

GW Henssler & Associates first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • GW Henssler & Associates held 19,996 shares of Invesco S&P MidCap Momentum ETF worth $3.4M as of Q2 2026.
  • GW Henssler & Associates sold 202 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $32.9K.
  • Invesco S&P MidCap Momentum ETF made up 0.15% of GW Henssler & Associates's portfolio in Q2 2026, its #97 holding.
  • GW Henssler & Associates first reported a position in Invesco S&P MidCap Momentum ETF in Q4 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 GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.