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

Kovack 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	$4.84M	Buy	29,056 +923	+3%	+$151K	0.23%	90
2026 Q1	$4.15M	Sell	28,133 -33,912	-55%	-$4.9M	0.22%	89
2025 Q4	$8.59M	Buy	62,045 +3,589	+6%	+$491K	0.4%	53
2025 Q3	$7.9M	Buy	58,456 +29,275	+100%	+$3.85M	0.74%	25
2025 Q2	$3.75M	Sell	29,181 -4,326	-13%	-$517K	0.37%	55
2025 Q1	$3.81M	Buy	33,507 +89	+0.3%	+$11K	0.4%	50
2024 Q4	$4.13M	Sell	33,418 -997	-3%	-$127K	0.41%	48
2024 Q3	$4.14M	Sell	34,415 -15,720	-31%	-$1.82M	0.44%	44
2024 Q2	$5.71M	Buy	+50,135	New	+$5.66M	0.63%	30
2024 Q1	–	Sell	-5,161	Closed	-$464K	–	614
2023 Q4	$464K	Buy	5,161 +440	+9%	+$36.2K	0.06%	314
2023 Q3	$380K	Buy	+4,721	New	+$384K	0.05%	329

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

Kovack Advisors's XMMO Position: Q2 2026 in Review

Kovack Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.3% in Q2 2026, buying an estimated $151K and bringing the position to 29,056 shares worth $4.84M. The position accounts for 0.23% of the portfolio, ranked #90.

Kovack Advisors first reported a position in XMMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.59M in Q4 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Kovack Advisors held 29,056 shares of Invesco S&P MidCap Momentum ETF worth $4.84M as of Q2 2026.
Kovack Advisors bought 923 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $151K.
Invesco S&P MidCap Momentum ETF made up 0.23% of Kovack Advisors's portfolio in Q2 2026, its #90 holding.
Kovack Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 11 quarters since.
Kovack Advisors's Invesco S&P MidCap Momentum ETF position peaked at $8.59M in Q4 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.