International Assets Investment Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

International Assets Investment 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	$559K	Sell	3,366 -350	-9%	-$57.1K	0.03%	439
2026 Q1	$549K	Buy	3,716 +144	+4%	+$20.8K	0.04%	419
2025 Q4	$495K	Buy	3,572 +296	+9%	+$40.5K	0.03%	449
2025 Q3	$422K	Hold	3,276	–	–	0.03%	498
2025 Q2	$421K	Sell	3,276 -141	-4%	-$16.8K	0.03%	503
2025 Q1	$389K	Buy	3,417 +156	+5%	+$19.2K	0.03%	487
2024 Q4	$404K	Buy	+3,261	New	+$414K	0.03%	482
2024 Q3	–	Sell	-3,328	Closed	-$379K	–	2674
2024 Q2	$379K	Sell	3,328 -35	-1%	-$3.95K	0.04%	461
2024 Q1	$386K	Sell	3,363 -683	-17%	-$69.2K	0.04%	443
2023 Q4	$363K	Buy	+4,046	New	+$333K	0.05%	420

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

International Assets Investment Management's XMMO Position: Q2 2026 in Review

International Assets Investment Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9.4% in Q2 2026, selling an estimated $57.1K and leaving 3,366 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #439.

International Assets Investment Management first reported a position in XMMO in Q4 2023 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

International Assets Investment Management held 3,366 shares of Invesco S&P MidCap Momentum ETF worth $559K as of Q2 2026.
International Assets Investment Management sold 350 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $57.1K.
Invesco S&P MidCap Momentum ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #439 holding.
International Assets Investment Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
197 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.