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KFG Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

KFG Wealth Management’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 		– Sell
-2,159
Closed -$313K – 243
2026
Q1 		$313K Buy
+2,159
New +$312K 0.04% 166
2024
Q3 		– Sell
-25,807
Closed -$2.94M – 188
2024
Q2 		$2.94M Buy
+25,807
New +$2.91M 1.17% 23

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

KFG Wealth Management's XMMO Position: Q2 2026 in Review

KFG Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 2,159 shares — an estimated $313K sold.

KFG Wealth Management first reported a position in XMMO in Q2 2024 and held it in 2 quarters. The position peaked at $2.94M in Q2 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • KFG Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 2,159 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $313K.
  • KFG Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 2 quarters.
  • KFG Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $2.94M in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.