KA
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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
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 0.41% 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return