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Hazlett, Burt & Watson’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Hazlett, Burt & Watson’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 		$313K Buy
1,840
+90
+5% +$14.7K 0.08% 211
2026
Q1 		$255K Buy
1,750
+152
+10% +$22K 0.08% 219
2025
Q4 		$223K Buy
1,598
+410
+35% +$56.1K 0.07% 236
2025
Q3 		$163K Buy
1,188
+517
+77% +$68K 0.06% 253
2025
Q2 		$87K Buy
671
+132
+24% +$15.8K 0.04% 297
2025
Q1 		$60K Buy
539
+158
+41% +$19.5K 0.03% 333
2024
Q4 		$47K Buy
+381
New +$48.3K 0.02% 367

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

Hazlett, Burt & Watson's XMMO Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 5.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,840 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #211.

Hazlett, Burt & Watson first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Hazlett, Burt & Watson held 1,840 shares of Invesco S&P MidCap Momentum ETF worth $313K as of Q2 2026.
  • Hazlett, Burt & Watson bought 90 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $14.7K.
  • Invesco S&P MidCap Momentum ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #211 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.