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Independent Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Independent Financial Group’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 		$4.62M Buy
27,128
+4,018
+17% +$655K 0.09% 225
2026
Q1 		$3.35M Sell
23,110
-79
-0.3% -$11.4K 0.08% 268
2025
Q4 		$3.21M Sell
23,189
-1,690
-7% -$231K 0.07% 267
2025
Q3 		$3.36M Buy
24,879
+2,213
+10% +$291K 0.08% 234
2025
Q2 		$2.92M Buy
22,666
+9,656
+74% +$1.15M 0.08% 246
2025
Q1 		$1.48M Sell
13,010
-885
-6% -$109K 0.05% 368
2024
Q4 		$1.72M Buy
13,895
+3,764
+37% +$478K 0.06% 329
2024
Q3 		$1.22M Buy
10,131
+986
+11% +$114K 0.04% 390
2024
Q2 		$1.04M Buy
9,145
+1,542
+20% +$174K 0.04% 397
2024
Q1 		$873K Buy
7,603
+100
+1% +$10.1K 0.04% 414
2023
Q4 		$674K Buy
7,503
+986
+15% +$81K 0.04% 469
2023
Q3 		$525K Buy
6,517
+85
+1% +$6.91K 0.03% 478
2023
Q2 		$511K Hold
6,432
– – 0.04% 476
2023
Q1 		$486K Buy
6,432
+110
+2% +$8.43K 0.04% 461
2022
Q4 		$476K Sell
6,322
-120
-2% -$9.22K 0.04% 430
2022
Q3 		$449K Sell
6,442
-281
-4% -$21.5K 0.04% 420
2022
Q2 		$478K Hold
6,723
– – 0.05% 396
2022
Q1 		$580K Buy
6,723
+87
+1% +$7.42K 0.05% 384
2021
Q4 		$603K Buy
6,636
+569
+9% +$51.5K 0.05% 375
2021
Q3 		$510K Buy
6,067
+236
+4% +$20.2K 0.05% 358
2021
Q2 		$499K Hold
5,831
– – 0.05% 370
2021
Q1 		$489K Buy
5,831
+39
+0.7% +$3.24K 0.06% 338
2020
Q4 		$453K Sell
5,792
-158
-3% -$11.4K 0.07% 327
2020
Q3 		$394K Sell
5,950
-61
-1% -$3.91K 0.07% 290
2020
Q2 		$357K Sell
6,011
-1,750
-23% -$97.4K 0.08% 280
2020
Q1 		$381K Buy
+7,761
New +$453K 0.11% 219

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

Independent Financial Group's XMMO Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 17% in Q2 2026, buying an estimated $655K and bringing the position to 27,128 shares worth $4.62M. The position accounts for 0.09% of the portfolio, ranked #225.

Independent Financial Group first reported a position in XMMO in Q1 2020 and has held it in 26 quarters since. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Independent Financial Group held 27,128 shares of Invesco S&P MidCap Momentum ETF worth $4.62M as of Q2 2026.
  • Independent Financial Group bought 4,018 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $655K.
  • Invesco S&P MidCap Momentum ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #225 holding.
  • Independent Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 26 quarters since.
  • 480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.