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

Kingsview 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 		$5.55M Buy
32,639
+3,721
+13% +$607K 0.07% 267
2026
Q1 		$4.19M Buy
28,918
+420
+1% +$60.7K 0.06% 338
2025
Q4 		$3.95M Sell
28,498
-1,612
-5% -$220K 0.06% 321
2025
Q3 		$4.07M Buy
30,110
+13,808
+85% +$1.82M 0.06% 314
2025
Q2 		$2.1M Buy
16,302
+2,742
+20% +$328K 0.04% 431
2025
Q1 		$1.54M Buy
13,560
+5,771
+74% +$711K 0.03% 443
2024
Q4 		$962K Sell
7,789
-262
-3% -$33.2K 0.02% 560
2024
Q3 		$969K Sell
8,051
-1,259
-14% -$146K 0.02% 541
2024
Q2 		$1.06M Sell
9,310
-238
-2% -$26.9K 0.03% 500
2024
Q1 		$1.1M Sell
9,548
-609
-6% -$61.7K 0.03% 477
2023
Q4 		$912K Sell
10,157
-893
-8% -$73.4K 0.03% 490
2023
Q3 		$890K Buy
11,050
+282
+3% +$22.9K 0.03% 466
2023
Q2 		$856K Sell
10,768
-396
-4% -$29.9K 0.03% 455
2023
Q1 		$843K Sell
11,164
-174
-2% -$13.3K 0.04% 441
2022
Q4 		$854K Buy
11,338
+317
+3% +$24.3K 0.04% 376
2022
Q3 		$769K Sell
11,021
-92
-0.8% -$7.04K 0.04% 394
2022
Q2 		$791K Buy
11,113
+8,490
+324% +$678K 0.04% 424
2022
Q1 		$226K Hold
2,623
– – 0.01% 786
2021
Q4 		$239K Hold
2,623
– – 0.01% 814
2021
Q3 		$221K Sell
2,623
-50
-2% -$4.28K 0.01% 777
2021
Q2 		$230K Hold
2,673
– – 0.01% 789
2021
Q1 		$227K Hold
2,673
– – 0.01% 731
2020
Q4 		$209K Buy
+2,673
New +$193K 0.02% 643

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

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

Kingsview Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q2 2026, buying an estimated $607K and bringing the position to 32,639 shares worth $5.55M. The position accounts for 0.07% of the portfolio, ranked #267.

Kingsview Wealth Management first reported a position in XMMO in Q4 2020 and has held it in 23 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Kingsview Wealth Management held 32,639 shares of Invesco S&P MidCap Momentum ETF worth $5.55M as of Q2 2026.
  • Kingsview Wealth Management bought 3,721 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $607K.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Kingsview Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 23 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.