JBR Co Financial Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

JBR Co Financial 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	$2.63M	Buy	15,475 +2,952	+24%	+$481K	0.96%	26
2026 Q1	$1.73M	Hold	12,523	–	–	0.73%	38
2025 Q4	$1.73M	Sell	12,523 -3,381	-21%	-$462K	0.73%	38
2025 Q3	$2.15M	Buy	15,904 +5,507	+53%	+$725K	0.91%	29
2025 Q2	$1.34M	Buy	10,397 +914	+10%	+$109K	0.66%	40
2025 Q1	$1.08M	Buy	9,483 +1,910	+25%	+$235K	0.63%	44
2024 Q4	$935K	Buy	7,573 +4,396	+138%	+$558K	0.57%	44
2024 Q3	$382K	Buy	3,177 +625	+24%	+$72.5K	0.25%	73
2024 Q2	$291K	Buy	+2,552	New	+$288K	0.2%	80

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

JBR Co Financial Management's XMMO Position: Q2 2026 in Review

JBR Co Financial Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 24% in Q2 2026, buying an estimated $481K and bringing the position to 15,475 shares worth $2.63M. The position accounts for 0.96% of the portfolio, ranked #26.

JBR Co Financial Management first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

JBR Co Financial Management held 15,475 shares of Invesco S&P MidCap Momentum ETF worth $2.63M as of Q2 2026.
JBR Co Financial Management bought 2,952 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $481K.
Invesco S&P MidCap Momentum ETF made up 0.96% of JBR Co Financial Management's portfolio in Q2 2026, its #26 holding.
JBR Co Financial Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.