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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's XMMO Position: Q1 2026 in Review

Institute for Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.92% in Q1 2026, selling an estimated $62.2K and leaving 46,531 shares worth $6.75M. The position accounts for 0.72% of the portfolio, ranked #18.

Institute for Wealth Management first reported a position in XMMO in Q4 2018 and has held it in 30 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Institute for Wealth Management held 46,531 shares of Invesco S&P MidCap Momentum ETF worth $6.75M as of Q1 2026.
Institute for Wealth Management sold 430 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $62.2K.
Invesco S&P MidCap Momentum ETF made up 0.72% of Institute for Wealth Management's portfolio in Q1 2026, its #18 holding.
Institute for Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and has held it in 30 quarters since.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.