Kingswood Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Kingswood Wealth Advisors’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	$1.15M	Sell	6,771 -859	-11%	-$140K	0.05%	377
2026 Q1	$1.11M	Buy	7,630 +57	+0.8%	+$8.24K	0.05%	359
2025 Q4	$1.05M	Sell	7,573 -599	-7%	-$81.9K	0.05%	346
2025 Q3	$1.11M	Sell	8,172 -616	-7%	-$81.1K	0.07%	301
2025 Q2	$1.13M	Sell	8,788 -1,689	-16%	-$202K	0.09%	240
2025 Q1	$1.19M	Buy	10,477 +2,508	+31%	+$309K	0.11%	215
2024 Q4	$984K	Buy	7,969 +2,517	+46%	+$319K	0.07%	273
2024 Q3	$656K	Buy	5,452 +2,503	+85%	+$290K	0.05%	388
2024 Q2	$336K	Buy	+2,949	New	+$333K	0.03%	487

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingswood Wealth Advisors's XMMO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 11% in Q2 2026, selling an estimated $140K and leaving 6,771 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #377.

Kingswood Wealth Advisors first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q1 2025. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Kingswood Wealth Advisors held 6,771 shares of Invesco S&P MidCap Momentum ETF worth $1.15M as of Q2 2026.
Kingswood Wealth Advisors sold 859 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $140K.
Invesco S&P MidCap Momentum ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #377 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $1.19M in Q1 2025.
480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.