Howe & Rusling’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Howe & Rusling’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	$8K	Hold	47	–	–	﹤0.01%	448
2026 Q1	$6.82K	Hold	47	–	–	﹤0.01%	437
2025 Q4	$6.51K	Hold	47	–	–	﹤0.01%	440
2025 Q3	$6.36K	Hold	47	–	–	﹤0.01%	429
2025 Q2	$6.05K	Hold	47	–	–	﹤0.01%	431
2025 Q1	$5.35K	Buy	+47	New	+$5.79K	﹤0.01%	396
2024 Q4	–	Sell	-251	Closed	-$30.2K	–	468
2024 Q3	$30.2K	Buy	+251	New	+$29.1K	﹤0.01%	318
2023 Q2	–	Sell	-185	Closed	-$14K	–	349
2023 Q1	$14K	Buy	+185	New	+$14.2K	﹤0.01%	278

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

Howe & Rusling's XMMO Position: Q2 2026 in Review

Howe & Rusling held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 47 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Howe & Rusling first reported a position in XMMO in Q1 2023 and has held it in 8 quarters since. The position peaked at $30.2K in Q3 2024. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Howe & Rusling held 47 shares of Invesco S&P MidCap Momentum ETF worth $8K as of Q2 2026.
Howe & Rusling left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #448 holding.
Howe & Rusling first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 and has held it in 8 quarters since.
Howe & Rusling's Invesco S&P MidCap Momentum ETF position peaked at $30.2K in Q3 2024.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.