JNBA Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

JNBA Financial 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	$14.1K	Hold	83	–	–	﹤0.01%	476
2026 Q1	$12K	Sell	83 -18	-18%	-$2.6K	﹤0.01%	476
2025 Q4	$13.9K	Buy	101 +12	+13%	+$1.64K	﹤0.01%	456
2025 Q3	$12.1K	Hold	89	–	–	﹤0.01%	455
2025 Q2	$11.5K	Buy	89 +22	+33%	+$2.63K	﹤0.01%	448
2025 Q1	$7.62K	Sell	67 -23	-26%	-$2.83K	﹤0.01%	485
2024 Q4	$11.1K	Hold	90	–	–	﹤0.01%	449
2024 Q3	$10.8K	Buy	+90	New	+$10.4K	﹤0.01%	455

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 22.9% 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

JNBA Financial Advisors's XMMO Position: Q2 2026 in Review

JNBA Financial Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 83 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

JNBA Financial Advisors first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

JNBA Financial Advisors held 83 shares of Invesco S&P MidCap Momentum ETF worth $14.1K as of Q2 2026.
JNBA Financial Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #476 holding.
JNBA Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.