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IAG Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

IAG Wealth Partners’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 		$11.1K Buy
65
+10
+18% +$1.63K ﹤0.01% 371
2026
Q1 		$7.98K Hold
55
– – ﹤0.01% 400
2025
Q4 		$7.62K Hold
55
– – ﹤0.01% 382
2025
Q3 		$7.44K Hold
55
– – ﹤0.01% 404
2025
Q2 		$7.08K Hold
55
– – ﹤0.01% 376
2025
Q1 		$6.26K Sell
55
-19
-26% -$2.34K ﹤0.01% 386
2024
Q4 		$9.14K Sell
74
-223
-75% -$28.3K ﹤0.01% 357
2024
Q3 		$35.7K Buy
297
+248
+506% +$28.8K 0.01% 220
2024
Q2 		$5.59K Hold
49
– – ﹤0.01% 388
2024
Q1 		$5.63K Hold
49
– – ﹤0.01% 367
2023
Q4 		$4.4K Buy
+49
New +$4.03K ﹤0.01% 364

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

IAG Wealth Partners's XMMO Position: Q2 2026 in Review

IAG Wealth Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 18% in Q2 2026, buying an estimated $1.63K and bringing the position to 65 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

IAG Wealth Partners first reported a position in XMMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.7K in Q3 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • IAG Wealth Partners held 65 shares of Invesco S&P MidCap Momentum ETF worth $11.1K as of Q2 2026.
  • IAG Wealth Partners bought 10 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.63K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • IAG Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • IAG Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $35.7K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.