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IHT Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

IHT Wealth Management’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 		$2.83M Buy
16,612
+1,172
+8% +$191K 0.06% 314
2026
Q1 		$2.24M Sell
15,440
-160
-1% -$23.1K 0.05% 337
2025
Q4 		$2.16M Sell
15,600
-1,495
-9% -$204K 0.05% 321
2025
Q3 		$2.31M Buy
17,095
+4,356
+34% +$573K 0.06% 303
2025
Q2 		$1.64M Sell
12,739
-810
-6% -$96.8K 0.05% 358
2025
Q1 		$1.54M Buy
13,549
+186
+1% +$22.9K 0.05% 344
2024
Q4 		$1.65M Buy
13,363
+1,205
+10% +$153K 0.05% 315
2024
Q3 		$1.46M Buy
12,158
+6,513
+115% +$755K 0.04% 397
2024
Q2 		$643K Sell
5,645
-611
-10% -$69K 0.02% 559
2024
Q1 		$719K Sell
6,256
-6,619
-51% -$671K 0.03% 522
2023
Q4 		$1.16M Buy
12,875
+7,118
+124% +$585K 0.05% 348
2023
Q3 		$463K Sell
5,757
-565
-9% -$45.9K 0.02% 579
2023
Q2 		$503K Buy
6,322
+242
+4% +$18.2K 0.03% 533
2023
Q1 		$459K Buy
6,080
+565
+10% +$43.3K 0.03% 529
2022
Q4 		$415K Buy
5,515
+1,074
+24% +$82.5K 0.03% 544
2022
Q3 		$310K Sell
4,441
-8
-0.2% -$612 0.02% 608
2022
Q2 		$316K Sell
4,449
-741
-14% -$59.2K 0.03% 514
2022
Q1 		$448K Buy
5,190
+162
+3% +$13.8K 0.03% 440
2021
Q4 		$457K Buy
5,028
+632
+14% +$57.2K 0.03% 465
2021
Q3 		$370K Buy
4,396
+1,315
+43% +$113K 0.03% 526
2021
Q2 		$264K Buy
+3,081
New +$259K 0.02% 760

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

IHT Wealth Management's XMMO Position: Q2 2026 in Review

IHT Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.6% in Q2 2026, buying an estimated $191K and bringing the position to 16,612 shares worth $2.83M. The position accounts for 0.06% of the portfolio, ranked #314.

IHT Wealth Management first reported a position in XMMO in Q2 2021 and has held it in 21 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • IHT Wealth Management held 16,612 shares of Invesco S&P MidCap Momentum ETF worth $2.83M as of Q2 2026.
  • IHT Wealth Management bought 1,172 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $191K.
  • Invesco S&P MidCap Momentum ETF made up 0.06% of IHT Wealth Management's portfolio in Q2 2026, its #314 holding.
  • IHT Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2021 and has held it in 21 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.