Jones Financial Companies
XMMO icon

Jones Financial Companies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Jones Financial Companies’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 		$140M Buy
835,694
+275,266
+49% +$44.9M 0.06% 183
2026
Q1 		$80.3M Buy
560,428
+142,235
+34% +$20.6M 0.04% 241
2025
Q4 		$57.9M Buy
418,193
+60,493
+17% +$8.27M 0.04% 164
2025
Q3 		$48.2M Buy
357,700
+96,163
+37% +$12.7M 0.03% 164
2025
Q2 		$33.6M Buy
261,537
+57,300
+28% +$6.85M 0.03% 186
2025
Q1 		$23.1M Buy
204,237
+71,599
+54% +$8.82M 0.02% 191
2024
Q4 		$16.4M Buy
132,638
+62,954
+90% +$7.99M 0.02% 197
2024
Q3 		$8.35M Buy
69,684
+57,279
+462% +$6.64M 0.01% 228
2024
Q2 		$1.41M Buy
12,405
+10,199
+462% +$1.15M ﹤0.01% 376
2024
Q1 		$253K Buy
+2,206
New +$224K ﹤0.01% 426

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

Jones Financial Companies's XMMO Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 49% in Q2 2026, buying an estimated $44.9M and bringing the position to 835,694 shares worth $140M. The position accounts for 0.06% of the portfolio, ranked #183.

Jones Financial Companies first reported a position in XMMO in Q1 2024 and has held it in 10 quarters since. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Jones Financial Companies held 835,694 shares of Invesco S&P MidCap Momentum ETF worth $140M as of Q2 2026.
  • Jones Financial Companies bought 275,266 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $44.9M.
  • Invesco S&P MidCap Momentum ETF made up 0.06% of Jones Financial Companies's portfolio in Q2 2026, its #183 holding.
  • Jones Financial Companies first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.