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John Overdeck’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

John Overdeck’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 		$33.5M Buy
+196,900
New +$32.1M 0.02% 740
2025
Q3 		– Sell
-46,200
Closed -$5.94M – 3970
2025
Q2 		$5.94M Buy
+46,200
New +$5.52M 0.01% 1129
2024
Q4 		– Sell
-1,900
Closed -$229K – 3521
2024
Q3 		$229K Sell
1,900
-25,800
-93% -$2.99M ﹤0.01% 2769
2024
Q2 		$3.16M Buy
+27,700
New +$3.13M 0.01% 1249

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

John Overdeck's XMMO Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 196,900 shares worth $33.5M. The stake represents 0.02% of the portfolio and ranks #740 among its holdings. This is a return to the name: John Overdeck previously reported a position in XMMO as recently as Q2 2025.

John Overdeck first reported a position in XMMO in Q2 2024 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • John Overdeck held 196,900 shares of Invesco S&P MidCap Momentum ETF worth $33.5M as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new John Overdeck position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of John Overdeck's portfolio in Q2 2026, its #740 holding.
  • John Overdeck first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.