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

Kestra Private Wealth 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 		$2M Sell
11,737
-1,376
-10% -$224K 0.02% 600
2026
Q1 		$1.9M Buy
13,113
+11,462
+694% +$1.66M 0.02% 573
2025
Q4 		$229K Buy
+1,651
New +$226K ﹤0.01% 1550

Other funds holding XMMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Kestra Private Wealth Services's XMMO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 10% in Q2 2026, selling an estimated $224K and leaving 11,737 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #600.

Kestra Private Wealth Services first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Kestra Private Wealth Services held 11,737 shares of Invesco S&P MidCap Momentum ETF worth $2M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,376 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $224K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #600 holding.
  • Kestra Private Wealth Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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