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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return