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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
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
LPL Financial San Diego, California $376B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return