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J.W. Cole Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

J.W. Cole Advisors’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 		$13.7M Buy
80,247
+3,420
+4% +$558K 0.23% 86
2026
Q1 		$11.1M Sell
76,827
-951
-1% -$138K 0.38% 55
2025
Q4 		$10.7M Buy
77,778
+215
+0.3% +$29.4K 0.26% 75
2025
Q3 		$10.5M Sell
77,563
-418
-0.5% -$55K 0.2% 98
2025
Q2 		$10M Buy
77,981
+1,750
+2% +$209K 0.21% 97
2025
Q1 		$8.67M Buy
76,231
+51,818
+212% +$6.38M 0.27% 69
2024
Q4 		$3.02M Buy
24,413
+2,453
+11% +$311K 0.12% 169
2024
Q3 		$2.64M Buy
21,960
+299
+1% +$34.7K 0.11% 193
2024
Q2 		$2.47M Buy
21,661
+1,470
+7% +$166K 0.12% 185
2024
Q1 		$2.32M Buy
20,191
+1,765
+10% +$179K 0.12% 188
2023
Q4 		$1.65M Buy
18,426
+3
+0% +$247 0.1% 219
2023
Q3 		$1.48M Sell
18,423
-46
-0.2% -$3.74K 0.11% 198
2023
Q2 		$1.47M Buy
18,469
+234
+1% +$17.6K 0.1% 211
2023
Q1 		$1.38M Buy
18,235
+1,223
+7% +$93.7K 0.1% 235
2022
Q4 		$1.28M Sell
17,012
-193
-1% -$14.8K 0.1% 225
2022
Q3 		$1.2M Buy
17,205
+80
+0.5% +$6.12K 0.1% 227
2022
Q2 		$1.22M Sell
17,125
-49
-0.3% -$3.91K 0.1% 232
2022
Q1 		$1.48M Buy
17,174
+719
+4% +$61.3K 0.1% 222
2021
Q4 		$1.5M Buy
+16,455
New +$1.49M 0.1% 226
2021
Q3 		– Sell
-15,117
Closed -$1.29M – 807
2021
Q2 		$1.29M Buy
15,117
+794
+6% +$66.7K 0.1% 225
2021
Q1 		$1.2M Buy
14,323
+2,287
+19% +$190K 0.12% 212
2020
Q4 		$942K Sell
12,036
-7,957
-40% -$576K 0.1% 232
2020
Q3 		$1.32M Buy
19,993
+7,058
+55% +$452K 0.1% 209
2020
Q2 		$767K Buy
+12,935
New +$720K 0.12% 184
2020
Q1 		– Sell
-8,498
Closed -$520K – 526
2019
Q4 		$520K Buy
+8,498
New +$504K 0.07% 298

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

J.W. Cole Advisors's XMMO Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.5% in Q2 2026, buying an estimated $558K and bringing the position to 80,247 shares worth $13.7M. The position accounts for 0.23% of the portfolio, ranked #86.

J.W. Cole Advisors first reported a position in XMMO in Q4 2019 and has held it in 25 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • J.W. Cole Advisors held 80,247 shares of Invesco S&P MidCap Momentum ETF worth $13.7M as of Q2 2026.
  • J.W. Cole Advisors bought 3,420 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $558K.
  • Invesco S&P MidCap Momentum ETF made up 0.23% of J.W. Cole Advisors's portfolio in Q2 2026, its #86 holding.
  • J.W. Cole Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 25 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.