Level Four Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Level Four Advisory Services’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	$7.99M	Sell	46,957 -128	-0.3%	-$20.9K	0.23%	114
2026 Q1	$6.83M	Sell	47,085 -7,999	-15%	-$1.16M	0.22%	125
2025 Q4	$7.63M	Buy	55,084 +1,245	+2%	+$170K	0.25%	98
2025 Q3	$7.28M	Buy	53,839 +1,822	+4%	+$240K	0.25%	100
2025 Q2	$6.69M	Sell	52,017 -16,950	-25%	-$2.03M	0.25%	107
2025 Q1	$7.85M	Buy	68,967 +13,500	+24%	+$1.66M	0.32%	78
2024 Q4	$6.85M	Buy	55,467 +2,168	+4%	+$275K	0.28%	95
2024 Q3	$6.46M	Sell	53,299 -7,163	-12%	-$831K	0.27%	98
2024 Q2	$6.89M	Buy	60,462 +6,236	+12%	+$704K	0.31%	74
2024 Q1	$4.87M	Hold	54,226	–	–	0.27%	96
2023 Q4	$4.87M	Sell	54,226 -352	-0.6%	-$28.9K	0.27%	90
2023 Q3	$4.39M	Buy	54,578 +44,136	+423%	+$3.59M	0.28%	89
2023 Q2	$830K	Buy	+10,442	New	+$787K	0.05%	331
2021 Q3	–	Sell	-5,613	Closed	-$481K	–	663
2021 Q2	$481K	Buy	5,613 +1	+0%	+$84	0.03%	405
2021 Q1	$470K	Buy	5,612 +587	+12%	+$48.8K	0.04%	397
2020 Q4	$393K	Buy	+5,025	New	+$364K	0.03%	409

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

Level Four Advisory Services's XMMO Position: Q2 2026 in Review

Level Four Advisory Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.27% in Q2 2026, selling an estimated $20.9K and leaving 46,957 shares worth $7.99M. The position accounts for 0.23% of the portfolio, ranked #114.

Level Four Advisory Services first reported a position in XMMO in Q4 2020 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Level Four Advisory Services held 46,957 shares of Invesco S&P MidCap Momentum ETF worth $7.99M as of Q2 2026.
Level Four Advisory Services sold 128 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $20.9K.
Invesco S&P MidCap Momentum ETF made up 0.23% of Level Four Advisory Services's portfolio in Q2 2026, its #114 holding.
Level Four Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 16 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.