GWN Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

GWN Securities’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	$294K	Sell	1,730 -151	-8%	-$24.6K	0.05%	410
2026 Q1	$273K	Buy	1,881 +50	+3%	+$7.23K	0.05%	386
2025 Q4	$254K	Sell	1,831 -287	-14%	-$39.2K	0.05%	375
2025 Q3	$287K	Sell	2,118 -37	-2%	-$4.87K	0.07%	294
2025 Q2	$277K	Sell	2,155 -5,251	-71%	-$627K	0.05%	318
2025 Q1	$899K	Sell	7,406 -2,861	-28%	-$352K	0.05%	321
2024 Q4	$1.35M	Buy	+10,267	New	+$1.3M	0.36%	65

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

GWN Securities's XMMO Position: Q2 2026 in Review

GWN Securities reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8% in Q2 2026, selling an estimated $24.6K and leaving 1,730 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #410.

GWN Securities first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

GWN Securities held 1,730 shares of Invesco S&P MidCap Momentum ETF worth $294K as of Q2 2026.
GWN Securities sold 151 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $24.6K.
Invesco S&P MidCap Momentum ETF made up 0.05% of GWN Securities's portfolio in Q2 2026, its #410 holding.
GWN Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's Invesco S&P MidCap Momentum ETF position peaked at $1.35M in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.