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IFP Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

IFP Advisors’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 		$552K Buy
3,244
+1,236
+62% +$202K 0.01% 993
2026
Q1 		$291K Buy
2,008
+280
+16% +$40.5K 0.01% 1214
2025
Q4 		$239K Buy
1,728
+43
+3% +$5.88K 0.01% 1273
2025
Q3 		$228K Buy
1,685
+969
+135% +$128K 0.01% 1216
2025
Q2 		$92.1K Sell
716
-849
-54% -$101K ﹤0.01% 1685
2025
Q1 		$178K Sell
1,565
-109
-7% -$13.4K 0.01% 1232
2024
Q4 		$207K Sell
1,674
-24,842
-94% -$3.15M 0.01% 1115
2024
Q3 		$3.19M Sell
26,516
-3,332
-11% -$386K 0.12% 193
2024
Q2 		$3.4M Sell
29,848
-706
-2% -$79.7K 0.14% 155
2024
Q1 		$3.51M Buy
30,554
+27,498
+900% +$2.79M 0.15% 144
2023
Q4 		$274K Buy
3,056
+2,742
+873% +$225K 0.01% 816
2023
Q3 		$25.3K Sell
314
-754
-71% -$61.3K ﹤0.01% 1825
2023
Q2 		$84.9K Sell
1,068
-26
-2% -$1.96K ﹤0.01% 1391
2023
Q1 		$54K Sell
1,094
-63,095
-98% -$4.84M ﹤0.01% 1536
2022
Q4 		$3.17M Sell
64,189
-723
-1% -$55.5K 0.08% 246
2022
Q3 		$3.21M Buy
64,912
+384
+0.6% +$29.4K 0.08% 263
2022
Q2 		$3.19M Hold
64,528
– – 0.1% 236
2022
Q1 		$3.19M Buy
64,528
+62,509
+3,096% +$5.33M 0.1% 236
2021
Q4 		$184K Sell
2,019
-498
-20% -$45.1K ﹤0.01% 989
2021
Q3 		$211K Sell
2,517
-63
-2% -$5.39K ﹤0.01% 929
2021
Q2 		$221K Sell
2,580
-1,344
-34% -$113K ﹤0.01% 858
2021
Q1 		$325K Buy
3,924
+1,313
+50% +$109K 0.01% 653
2020
Q4 		$204K Sell
2,611
-17
-0.6% -$1.23K 0.01% 792
2020
Q3 		$173K Hold
2,628
– – 0.01% 759
2020
Q2 		$152K Buy
2,628
+2,143
+442% +$119K 0.01% 770
2020
Q1 		$24K Sell
485
-1,000
-67% -$58.4K ﹤0.01% 1422
2019
Q4 		$91K Hold
1,485
– – 0.01% 996
2019
Q3 		$87K Buy
+1,485
New +$87.3K 0.01% 1132
2018
Q4 		– Sell
-129
Closed -$7K – 3898
2018
Q3 		$7K Sell
129
-225
-64% -$11.8K ﹤0.01% 3077
2018
Q2 		$17K Buy
+354
New +$17K ﹤0.01% 2588

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

IFP Advisors's XMMO Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 62% in Q2 2026, buying an estimated $202K and bringing the position to 3,244 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #993.

IFP Advisors first reported a position in XMMO in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.51M in Q1 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • IFP Advisors held 3,244 shares of Invesco S&P MidCap Momentum ETF worth $552K as of Q2 2026.
  • IFP Advisors bought 1,236 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $202K.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #993 holding.
  • IFP Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 30 quarters since.
  • IFP Advisors's Invesco S&P MidCap Momentum ETF position peaked at $3.51M in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.