IWN
XMMO icon

Independent Wealth Network’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Independent Wealth Network’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 		$3.21M Buy
18,843
+1,246
+7% +$203K 0.82% 22
2026
Q1 		$2.55M Buy
17,597
+6,060
+53% +$876K 0.76% 28
2025
Q4 		$1.6M Buy
11,537
+1,720
+18% +$235K 0.49% 47
2025
Q3 		$1.33M Buy
9,817
+1,173
+14% +$154K 0.43% 57
2025
Q2 		$1.11M Buy
8,644
+549
+7% +$65.6K 0.4% 61
2025
Q1 		$921K Buy
8,095
+895
+12% +$110K 0.37% 72
2024
Q4 		$889K Buy
7,200
+3,903
+118% +$495K 0.36% 78
2024
Q3 		$397K Buy
3,297
+654
+25% +$75.8K 0.18% 136
2024
Q2 		$301K Buy
2,643
+92
+4% +$10.4K 0.14% 167
2024
Q1 		$293K Buy
2,551
+259
+11% +$26.2K 0.14% 169
2023
Q4 		$206K Sell
2,292
-334
-13% -$27.5K 0.11% 200
2023
Q3 		$211K Sell
2,626
-152
-5% -$12.4K 0.13% 184
2023
Q2 		$221K Sell
2,778
-406
-13% -$30.6K 0.13% 180
2023
Q1 		$240K Sell
3,184
-461
-13% -$35.3K 0.15% 155
2022
Q4 		$274K Sell
3,645
-460
-11% -$35.3K 0.19% 135
2022
Q3 		$286K Buy
4,105
+18
+0.4% +$1.38K 0.22% 123
2022
Q2 		$291K Buy
4,087
+354
+9% +$28.3K 0.21% 126
2022
Q1 		$322K Buy
3,733
+161
+5% +$13.7K 0.2% 133
2021
Q4 		$325K Buy
3,572
+64
+2% +$5.8K 0.2% 131
2021
Q3 		$335K Buy
+3,508
New +$300K 0.22% 125

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 Wealth Network's XMMO Position: Q2 2026 in Review

Independent Wealth Network increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.1% in Q2 2026, buying an estimated $203K and bringing the position to 18,843 shares worth $3.21M. The position accounts for 0.82% of the portfolio, ranked #22.

Independent Wealth Network first reported a position in XMMO in Q3 2021 and has held it in 20 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Independent Wealth Network held 18,843 shares of Invesco S&P MidCap Momentum ETF worth $3.21M as of Q2 2026.
  • Independent Wealth Network bought 1,246 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $203K.
  • Invesco S&P MidCap Momentum ETF made up 0.82% of Independent Wealth Network's portfolio in Q2 2026, its #22 holding.
  • Independent Wealth Network first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and has held it in 20 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.