Integrated Wealth Concepts’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Integrated Wealth Concepts’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	$7.92M	Sell	46,563 -36,862	-44%	-$6.01M	0.05%	348
2026 Q1	$12.1M	Buy	83,425 +62,659	+302%	+$9.06M	0.1%	218
2025 Q4	$2.88M	Sell	20,766 -2,220	-10%	-$304K	0.03%	437
2025 Q3	$3.11M	Buy	22,986 +12,902	+128%	+$1.7M	0.03%	519
2025 Q2	$1.3M	Buy	+10,084	New	+$1.2M	0.01%	791
2025 Q1	–	Sell	-13,451	Closed	-$1.66M	–	1841
2024 Q4	$1.66M	Buy	13,451 +2,898	+27%	+$368K	0.02%	624
2024 Q3	$1.27M	Buy	10,553 +392	+4%	+$45.5K	0.02%	710
2024 Q2	$1.16M	Buy	10,161 +178	+2%	+$20.1K	0.02%	697
2024 Q1	$1.15M	Sell	9,983 -1,934	-16%	-$196K	0.02%	698
2023 Q4	$1.07M	Buy	11,917 +323	+3%	+$26.5K	0.02%	706
2023 Q3	$933K	Buy	+11,594	New	+$943K	0.02%	717

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

Integrated Wealth Concepts's XMMO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 44% in Q2 2026, selling an estimated $6.01M and leaving 46,563 shares worth $7.92M. The position accounts for 0.05% of the portfolio, ranked #348.

Integrated Wealth Concepts first reported a position in XMMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q1 2026. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Integrated Wealth Concepts held 46,563 shares of Invesco S&P MidCap Momentum ETF worth $7.92M as of Q2 2026.
Integrated Wealth Concepts sold 36,862 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $6.01M.
Invesco S&P MidCap Momentum ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #348 holding.
Integrated Wealth Concepts first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Invesco S&P MidCap Momentum ETF position peaked at $12.1M in Q1 2026.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.