HBW Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

HBW Advisory Services’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	$5.38M	Buy	31,622 +1,446	+5%	+$236K	0.49%	44
2026 Q1	$4.38M	Buy	30,176 +143	+0.5%	+$20.7K	0.46%	49
2025 Q4	$4.16M	Buy	30,033 +817	+3%	+$112K	0.45%	45
2025 Q3	$3.95M	Buy	29,216 +938	+3%	+$123K	0.44%	50
2025 Q2	$3.64M	Buy	28,278 +17,939	+174%	+$2.14M	0.45%	47
2025 Q1	$1.18M	Buy	10,339 +1,289	+14%	+$159K	0.17%	123
2024 Q4	$1.12M	Sell	9,050 -3,255	-26%	-$413K	0.11%	128
2024 Q3	$1.48M	Buy	12,305 +845	+7%	+$98K	0.22%	104
2024 Q2	$1.31M	Buy	11,460 +4,359	+61%	+$492K	0.22%	118
2024 Q1	$638K	Hold	7,101	–	–	0.12%	161
2023 Q4	$638K	Sell	7,101 -791	-10%	-$65K	0.12%	161
2023 Q3	$635K	Sell	7,892 -402	-5%	-$32.7K	0.13%	157
2023 Q2	$660K	Sell	8,294 -1,488	-15%	-$112K	0.14%	152
2023 Q1	$739K	Buy	9,782 +527	+6%	+$40.4K	0.18%	131
2022 Q4	$697K	Buy	9,255 +6,334	+217%	+$486K	0.18%	139
2022 Q3	$204K	Buy	+2,921	New	+$224K	0.06%	210

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

HBW Advisory Services's XMMO Position: Q2 2026 in Review

HBW Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.8% in Q2 2026, buying an estimated $236K and bringing the position to 31,622 shares worth $5.38M. The position accounts for 0.49% of the portfolio, ranked #44.

HBW Advisory Services first reported a position in XMMO in Q3 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

HBW Advisory Services held 31,622 shares of Invesco S&P MidCap Momentum ETF worth $5.38M as of Q2 2026.
HBW Advisory Services bought 1,446 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $236K.
Invesco S&P MidCap Momentum ETF made up 0.49% of HBW Advisory Services's portfolio in Q2 2026, its #44 holding.
HBW Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 16 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.