IWC
XMMO icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return