Jupiter Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Jupiter Wealth 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 Q1	$2.91M	Buy	17,300 +500	+3%	+$72.3K	1.15%	20
2025 Q4	$2.44M	Hold	16,800	–	–	1.08%	23
2025 Q3	$2.27M	Buy	16,800 +750	+5%	+$98.7K	1.07%	23
2025 Q2	$2.12M	Buy	+16,050	New	+$1.92M	1.07%	23
2025 Q1	–	Sell	-18,980	Closed	-$2.34M	–	88
2024 Q4	$2.34M	Buy	+18,980	New	+$2.41M	1.17%	23

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jupiter Wealth Management's XMMO Position: Q1 2026 in Review

Jupiter Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3% in Q1 2026, buying an estimated $72.3K and bringing the position to 17,300 shares worth $2.91M. The position accounts for 1.15% of the portfolio, ranked #20.

Jupiter Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Jupiter Wealth Management held 17,300 shares of Invesco S&P MidCap Momentum ETF worth $2.91M as of Q1 2026.
Jupiter Wealth Management bought 500 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $72.3K.
Invesco S&P MidCap Momentum ETF made up 1.15% of Jupiter Wealth Management's portfolio in Q1 2026, its #20 holding.
Jupiter Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 5 quarters since.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.