Leavell Investment Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Leavell Investment 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	$2.56M	Buy	15,029 +4,025	+37%	+$656K	0.09%	201
2026 Q1	$1.6M	Buy	11,004 +7,540	+218%	+$1.09M	0.07%	253
2025 Q4	$480K	Buy	3,464 +946	+38%	+$129K	0.02%	416
2025 Q3	$341K	Buy	+2,518	New	+$331K	0.01%	484

Other funds holding XMMO

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Leavell Investment Management's XMMO Position: Q2 2026 in Review

Leavell Investment Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 37% in Q2 2026, buying an estimated $656K and bringing the position to 15,029 shares worth $2.56M. The position accounts for 0.09% of the portfolio, ranked #201.

Leavell Investment Management first reported a position in XMMO in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Leavell Investment Management held 15,029 shares of Invesco S&P MidCap Momentum ETF worth $2.56M as of Q2 2026.
Leavell Investment Management bought 4,025 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $656K.
Invesco S&P MidCap Momentum ETF made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #201 holding.
Leavell Investment Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
128 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.