Keating Financial Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Keating Financial Advisory Services’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	$3.37M	Buy	19,784 +12,977	+191%	+$2.12M	0.44%	40
2026 Q1	$987K	Buy	6,807 +924	+16%	+$134K	0.16%	91
2025 Q4	$815K	Buy	+5,883	New	+$804K	0.11%	150

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

Keating Financial Advisory Services's XMMO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 191% in Q2 2026, buying an estimated $2.12M and bringing the position to 19,784 shares worth $3.37M. The position accounts for 0.44% of the portfolio, ranked #40.

Keating Financial Advisory Services first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Keating Financial Advisory Services held 19,784 shares of Invesco S&P MidCap Momentum ETF worth $3.37M as of Q2 2026.
Keating Financial Advisory Services bought 12,977 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $2.12M.
Invesco S&P MidCap Momentum ETF made up 0.44% of Keating Financial Advisory Services's portfolio in Q2 2026, its #40 holding.
Keating Financial Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.