Kellett Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Kellett Wealth Advisors’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	$6.59M	Buy	38,712 +1,497	+4%	+$244K	3.07%	9
2026 Q1	$5.4M	Buy	37,215 +1,717	+5%	+$248K	2.93%	9
2025 Q4	$4.92M	Buy	35,498 +862	+2%	+$118K	2.81%	8
2025 Q3	$4.68M	Buy	34,636 +617	+2%	+$81.2K	2.83%	8
2025 Q2	$4.38M	Buy	34,019 +2,026	+6%	+$242K	2.85%	8
2025 Q1	$3.64M	Buy	31,993 +1,698	+6%	+$209K	2.52%	9
2024 Q4	$3.74M	Buy	30,295 +1,328	+5%	+$168K	2.57%	9
2024 Q3	$3.49M	Buy	28,967 +2,369	+9%	+$275K	2.49%	8
2024 Q2	$3.03M	Buy	+26,598	New	+$3M	2.45%	8
2022 Q2	–	Sell	-3,300	Closed	-$285K	–	72
2022 Q1	$285K	Hold	3,300	–	–	0.23%	48
2021 Q4	$300K	Buy	+3,300	New	+$299K	0.23%	46

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

Kellett Wealth Advisors's XMMO Position: Q2 2026 in Review

Kellett Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4% in Q2 2026, buying an estimated $244K and bringing the position to 38,712 shares worth $6.59M. The position accounts for 3.07% of the portfolio, ranked #9.

Kellett Wealth Advisors first reported a position in XMMO in Q4 2021 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Kellett Wealth Advisors held 38,712 shares of Invesco S&P MidCap Momentum ETF worth $6.59M as of Q2 2026.
Kellett Wealth Advisors bought 1,497 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $244K.
Invesco S&P MidCap Momentum ETF made up 3.07% of Kellett Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Kellett Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 11 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.