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

Institute for 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 		$7.97M Buy
46,822
+291
+0.6% +$47.5K 0.7% 27
2026
Q1 		$6.75M Sell
46,531
-430
-0.9% -$62.2K 0.72% 18
2025
Q4 		$6.5M Sell
46,961
-943
-2% -$129K 0.69% 19
2025
Q3 		$6.48M Sell
47,904
-18
-0% -$2.37K 0.67% 22
2025
Q2 		$6.16M Sell
47,922
-434
-0.9% -$51.9K 0.69% 22
2025
Q1 		$5.5M Sell
48,356
-239
-0.5% -$29.4K 0.71% 21
2024
Q4 		$6M Sell
48,595
-114
-0.2% -$14.5K 0.75% 17
2024
Q3 		$5.86M Buy
48,709
+1
+0% +$116 0.74% 20
2024
Q2 		$5.55M Sell
48,708
-225
-0.5% -$25.4K 0.74% 17
2024
Q1 		$5.62M Buy
48,933
+1
+0% +$101 0.72% 18
2023
Q4 		$4.39M Sell
48,932
-112
-0.2% -$9.21K 0.71% 23
2023
Q3 		$3.95M Sell
49,044
-439
-0.9% -$35.7K 0.71% 22
2023
Q2 		$3.93M Sell
49,483
-19
-0% -$1.43K 0.66% 25
2023
Q1 		$3.74M Sell
49,502
-118
-0.2% -$9.04K 0.71% 22
2022
Q4 		$3.74M Sell
49,620
-1,297
-3% -$99.6K 0.79% 16
2022
Q3 		$3.55M Sell
50,917
-143
-0.3% -$10.9K 0.8% 16
2022
Q2 		$3.63M Sell
51,060
-358
-0.7% -$28.6K 0.71% 18
2022
Q1 		$4.44M Sell
51,418
-38
-0.1% -$3.24K 0.72% 21
2021
Q4 		$4.68M Sell
51,456
-762
-1% -$69K 0.76% 22
2021
Q3 		$4.39M Sell
52,218
-174
-0.3% -$14.9K 0.77% 20
2021
Q2 		$4.49M Sell
52,392
-233
-0.4% -$19.6K 0.79% 22
2021
Q1 		$4.41M Sell
52,625
-2,242
-4% -$186K 0.84% 21
2020
Q4 		$4.29M Sell
54,867
-3,021
-5% -$219K 0.85% 20
2020
Q3 		$3.83M Buy
57,888
+13
+0% +$833 0.88% 19
2020
Q2 		$3.43M Buy
57,875
+704
+1% +$39.2K 0.84% 21
2020
Q1 		$2.81M Sell
57,171
-7,108
-11% -$415K 0.87% 20
2019
Q4 		$3.93M Sell
64,279
-524
-0.8% -$31.1K 0.89% 17
2019
Q3 		$3.78M Sell
64,803
-870
-1% -$51.1K 0.95% 14
2019
Q2 		$3.86M Sell
65,673
-3,053
-4% -$177K 0.86% 16
2019
Q1 		$3.89M Sell
68,726
-65
-0.1% -$3.42K 0.85% 17
2018
Q4 		$3.09M Buy
+68,791
New +$3.29M 1.27% 12

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

Institute for Wealth Management's XMMO Position: Q2 2026 in Review

Institute for Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.63% in Q2 2026, buying an estimated $47.5K and bringing the position to 46,822 shares worth $7.97M. The position accounts for 0.7% of the portfolio, ranked #27.

Institute for Wealth Management first reported a position in XMMO in Q4 2018 and has held it in 31 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Institute for Wealth Management held 46,822 shares of Invesco S&P MidCap Momentum ETF worth $7.97M as of Q2 2026.
  • Institute for Wealth Management bought 291 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $47.5K.
  • Invesco S&P MidCap Momentum ETF made up 0.7% of Institute for Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and has held it in 31 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.