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

Kestra 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 		$18.1M Buy
106,501
+55,546
+109% +$9.06M 0.06% 339
2026
Q1 		$7.39M Buy
50,955
+11,531
+29% +$1.67M 0.03% 593
2025
Q4 		$5.46M Buy
39,424
+938
+2% +$128K 0.02% 685
2025
Q3 		$5.2M Buy
38,486
+4,081
+12% +$537K 0.02% 663
2025
Q2 		$4.43M Sell
34,405
-6,466
-16% -$773K 0.02% 700
2025
Q1 		$4.65M Sell
40,871
-20,012
-33% -$2.47M 0.02% 603
2024
Q4 		$7.52M Sell
60,883
-40,366
-40% -$5.12M 0.04% 439
2024
Q3 		$12.2M Buy
101,249
+14,558
+17% +$1.69M 0.07% 306
2024
Q2 		$9.88M Buy
86,691
+44,613
+106% +$5.04M 0.06% 368
2024
Q1 		$4.83M Buy
42,078
+8,740
+26% +$886K 0.03% 537
2023
Q4 		$2.99M Sell
33,338
-2,113
-6% -$174K 0.02% 639
2023
Q3 		$2.85M Buy
35,451
+4,730
+15% +$385K 0.03% 568
2023
Q2 		$2.44M Buy
30,721
+10,776
+54% +$812K 0.02% 604
2023
Q1 		$1.51M Buy
19,945
+11,758
+144% +$901K 0.02% 753
2022
Q4 		$616K Sell
8,187
-14,450
-64% -$1.11M 0.01% 1274
2022
Q3 		$1.58M Sell
22,637
-354
-2% -$27.1K 0.02% 759
2022
Q2 		$1.64M Buy
22,991
+14,860
+183% +$1.19M 0.02% 752
2022
Q1 		$702K Sell
8,131
-13,118
-62% -$1.12M 0.01% 1110
2021
Q4 		$1.93M Sell
21,249
-18,027
-46% -$1.63M 0.02% 694
2021
Q3 		$3.31M Buy
39,276
+9,048
+30% +$775K 0.03% 530
2021
Q2 		$2.59M Sell
30,228
-1,809
-6% -$152K 0.03% 557
2021
Q1 		$2.69M Sell
32,037
-987
-3% -$82K 0.03% 505
2020
Q4 		$2.58M Buy
33,024
+48
+0.1% +$3.47K 0.03% 518
2020
Q3 		$2.33M Buy
+32,976
New +$2.11M 0.04% 391

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services's XMMO Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 109% in Q2 2026, buying an estimated $9.06M and bringing the position to 106,501 shares worth $18.1M. The position accounts for 0.06% of the portfolio, ranked #339.

Kestra Advisory Services first reported a position in XMMO in Q3 2020 and has held it in 24 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Kestra Advisory Services held 106,501 shares of Invesco S&P MidCap Momentum ETF worth $18.1M as of Q2 2026.
  • Kestra Advisory Services bought 55,546 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $9.06M.
  • Invesco S&P MidCap Momentum ETF made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #339 holding.
  • Kestra Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and has held it in 24 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.