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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Wealth Management's XMMO Position: Q1 2026 in Review

Jackson Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.2% in Q1 2026, buying an estimated $24.7K and bringing the position to 8,079 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #85.

Jackson Wealth Management first reported a position in XMMO in Q1 2021 and has held it in 7 quarters since. The position peaked at $7.55M in Q1 2021. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Jackson Wealth Management held 8,079 shares of Invesco S&P MidCap Momentum ETF worth $1.17M as of Q1 2026.
Jackson Wealth Management bought 171 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $24.7K.
Invesco S&P MidCap Momentum ETF made up 0.12% of Jackson Wealth Management's portfolio in Q1 2026, its #85 holding.
Jackson Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and has held it in 7 quarters since.
Jackson Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $7.55M in Q1 2021.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.