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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return