Larson Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Larson Financial Group’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	$255K	Sell	1,497 -37	-2%	-$6.04K	0.01%	759
2026 Q1	$223K	Buy	1,534 +22	+1%	+$3.18K	0.01%	689
2025 Q4	$209K	Sell	1,512 -520	-26%	-$71.1K	0.01%	685
2025 Q3	$275K	Buy	2,032 +4	+0.2%	+$526	0.01%	620
2025 Q2	$261K	Buy	2,028 +1,497	+282%	+$179K	0.01%	607
2025 Q1	$60.4K	Buy	531 +66	+14%	+$8.13K	﹤0.01%	951
2024 Q4	$57.4K	Buy	465 +1	+0.2%	+$127	﹤0.01%	862
2024 Q3	$55.9K	Hold	464	–	–	﹤0.01%	875
2024 Q2	$52.9K	Buy	+464	New	+$52.4K	﹤0.01%	797

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

Larson Financial Group's XMMO Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.4% in Q2 2026, selling an estimated $6.04K and leaving 1,497 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #759.

Larson Financial Group first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $275K in Q3 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Larson Financial Group held 1,497 shares of Invesco S&P MidCap Momentum ETF worth $255K as of Q2 2026.
Larson Financial Group sold 37 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $6.04K.
Invesco S&P MidCap Momentum ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #759 holding.
Larson Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $275K in Q3 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.