Journey Advisory Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Journey Advisory Group’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	$1.06M	Sell	6,240 -224	-3%	-$36.5K	0.08%	156
2026 Q1	$937K	Sell	6,464 -4,872	-43%	-$705K	0.08%	146
2025 Q4	$1.57M	Buy	11,336 +1,320	+13%	+$180K	0.13%	127
2025 Q3	$1.35M	Buy	10,016 +812	+9%	+$107K	0.1%	138
2025 Q2	$1.18M	Buy	9,204 +7,070	+331%	+$845K	0.09%	150
2025 Q1	$243K	Buy	+2,134	New	+$263K	0.02%	257

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

Journey Advisory Group's XMMO Position: Q2 2026 in Review

Journey Advisory Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.5% in Q2 2026, selling an estimated $36.5K and leaving 6,240 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #156.

Journey Advisory Group first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Journey Advisory Group held 6,240 shares of Invesco S&P MidCap Momentum ETF worth $1.06M as of Q2 2026.
Journey Advisory Group sold 224 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $36.5K.
Invesco S&P MidCap Momentum ETF made up 0.08% of Journey Advisory Group's portfolio in Q2 2026, its #156 holding.
Journey Advisory Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Journey Advisory Group's Invesco S&P MidCap Momentum ETF position peaked at $1.57M in Q4 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.