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Key Financial Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Key Financial Inc’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 		$73.2K Hold
430
– – 0.01% 472
2026
Q1 		$62.4K Buy
430
+20
+5% +$2.89K 0.01% 487
2025
Q4 		$56.8K Buy
+410
New +$56.1K 0.01% 492
2025
Q2 		– Sell
-59
Closed -$6.71K – 1483
2025
Q1 		$6.71K Buy
+59
New +$7.27K ﹤0.01% 922

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

Key Financial Inc's XMMO Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 430 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #472.

Key Financial Inc first reported a position in XMMO in Q1 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Key Financial Inc held 430 shares of Invesco S&P MidCap Momentum ETF worth $73.2K as of Q2 2026.
  • Key Financial Inc left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #472 holding.
  • Key Financial Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.