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

Kelly Financial 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	$296K	Sell	1,742 -190	-10%	-$31K	0.06%	103
2026 Q1	$280K	Buy	+1,932	New	+$279K	0.07%	100
2025 Q1	–	Sell	-11,155	Closed	-$1.38M	–	135
2024 Q4	$1.38M	Buy	+11,155	New	+$1.42M	0.5%	34
2024 Q2	–	Sell	-2,322	Closed	-$267K	–	827
2024 Q1	$267K	Buy	+2,322	New	+$235K	0.1%	93

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

Kelly Financial Services's XMMO Position: Q2 2026 in Review

Kelly Financial Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9.8% in Q2 2026, selling an estimated $31K and leaving 1,742 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #103.

Kelly Financial Services first reported a position in XMMO in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Kelly Financial Services held 1,742 shares of Invesco S&P MidCap Momentum ETF worth $296K as of Q2 2026.
Kelly Financial Services sold 190 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $31K.
Invesco S&P MidCap Momentum ETF made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #103 holding.
Kelly Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 4 quarters since.
Kelly Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $1.38M in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.