J. M. Brown & Associates’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

J. M. Brown & Associates’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	$837K	Buy	+4,920	New	+$802K	0.48%	60

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

J. M. Brown & Associates's XMMO Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 4,920 shares worth $837K. The stake represents 0.48% of the portfolio and ranks #60 among its holdings.

462 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

J. M. Brown & Associates held 4,920 shares of Invesco S&P MidCap Momentum ETF worth $837K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new J. M. Brown & Associates position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.48% of J. M. Brown & Associates's portfolio in Q2 2026, its #60 holding.
462 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.