HI
XMMO icon

Hoey Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Hoey Investments’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
2025
Q4 		– Sell
-580
Closed -$78.4K – 443
2025
Q3 		$78.4K Hold
580
– – 0.01% 136
2025
Q2 		$74.6K Hold
580
– – 0.01% 132
2025
Q1 		$66K Buy
+580
New +$71.5K 0.01% 126

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 $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hoey Investments's XMMO Position: Q4 2025 in Review

Hoey Investments sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2025, closing a stake of 580 shares — an estimated $78.4K sold.

Hoey Investments first reported a position in XMMO in Q1 2025 and held it in 3 quarters. The position peaked at $78.4K in Q3 2025. 406 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

  • Hoey Investments reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Hoey Investments sold 580 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $78.4K.
  • Hoey Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and held it in 3 quarters.
  • Hoey Investments's Invesco S&P MidCap Momentum ETF position peaked at $78.4K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on Hoey Investments's 13F filing for Q4 2025, filed 28 Jan 2026.