Independent Advisor Alliance’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Independent Advisor Alliance’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	$538K	Sell	3,162 -44,314	-93%	-$7.23M	0.01%	647
2026 Q1	$6.88M	Buy	47,476 +44,414	+1,450%	+$6.42M	0.07%	246
2025 Q4	$424K	Hold	3,062	–	–	0.01%	697
2025 Q3	$414K	Hold	3,062	–	–	0.01%	680
2025 Q2	$394K	Buy	+3,062	New	+$366K	0.01%	659
2025 Q1	–	Sell	-26,551	Closed	-$3.28M	–	1388
2024 Q4	$3.28M	Buy	+26,551	New	+$3.37M	0.04%	368
2020 Q1	–	Sell	-88,018	Closed	-$5.38M	–	887
2019 Q4	$5.38M	Buy	+88,018	New	+$5.22M	0.23%	96

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

Independent Advisor Alliance's XMMO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 93% in Q2 2026, selling an estimated $7.23M and leaving 3,162 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #647.

Independent Advisor Alliance first reported a position in XMMO in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.88M in Q1 2026. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Independent Advisor Alliance held 3,162 shares of Invesco S&P MidCap Momentum ETF worth $538K as of Q2 2026.
Independent Advisor Alliance sold 44,314 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $7.23M.
Invesco S&P MidCap Momentum ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #647 holding.
Independent Advisor Alliance first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's Invesco S&P MidCap Momentum ETF position peaked at $6.88M in Q1 2026.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.