Jackson Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Jackson Wealth 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	$208K	Sell	1,221 -6,858	-85%	-$1.12M	0.12%	82
2026 Q1	$1.17M	Buy	8,079 +171	+2%	+$24.7K	0.12%	85
2025 Q4	$1.09M	Buy	7,908 +1,538	+24%	+$210K	0.11%	86
2025 Q3	$861K	Buy	6,370 +263	+4%	+$34.6K	0.09%	93
2025 Q2	$786K	Buy	6,107 +155	+3%	+$18.5K	0.09%	97
2025 Q1	$677K	Buy	5,952 +460	+8%	+$56.7K	0.08%	100
2024 Q4	$678K	Buy	+5,492	New	+$697K	0.08%	101
2021 Q2	–	Sell	-90,083	Closed	-$7.55M	–	135
2021 Q1	$7.55M	Buy	+90,083	New	+$7.48M	1.13%	23

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

Jackson Wealth Management's XMMO Position: Q2 2026 in Review

Jackson Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 85% in Q2 2026, selling an estimated $1.12M and leaving 1,221 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #82.

Jackson Wealth Management first reported a position in XMMO in Q1 2021 and has held it in 8 quarters since. The position peaked at $7.55M in Q1 2021. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Jackson Wealth Management held 1,221 shares of Invesco S&P MidCap Momentum ETF worth $208K as of Q2 2026.
Jackson Wealth Management sold 6,858 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.12M.
Invesco S&P MidCap Momentum ETF made up 0.12% of Jackson Wealth Management's portfolio in Q2 2026, its #82 holding.
Jackson Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and has held it in 8 quarters since.
Jackson Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $7.55M in Q1 2021.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.