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Lee, Danner & Bass’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lee, Danner & Bass’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 		$204K Buy
+1,200
New +$196K 0.01% 244
2025
Q1 		– Sell
-1,450
Closed -$179K – 726
2024
Q4 		$179K Buy
+1,450
New +$184K 0.01% 228

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lee, Danner & Bass's XMMO Position: Q2 2026 in Review

Lee, Danner & Bass opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,200 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Lee, Danner & Bass previously reported a position in XMMO as recently as Q4 2024.

Lee, Danner & Bass first reported a position in XMMO in Q4 2024 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Lee, Danner & Bass held 1,200 shares of Invesco S&P MidCap Momentum ETF worth $204K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Lee, Danner & Bass position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #244 holding.
  • Lee, Danner & Bass first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.