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

Lloyd 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	$32.9K	Buy	+193	New	+$31.5K	0.01%	270
2021 Q1	–	Sell	-21	Closed	-$2K	–	417
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	323
2020 Q3	$1K	Sell	21 -22,389	-100%	-$1.43M	﹤0.01%	317
2020 Q2	$1.33M	Buy	+22,410	New	+$1.25M	0.84%	16

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

Lloyd Advisory Services's XMMO Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 193 shares worth $32.9K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in XMMO as recently as Q4 2020.

Lloyd Advisory Services first reported a position in XMMO in Q2 2020 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2020. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Lloyd Advisory Services held 193 shares of Invesco S&P MidCap Momentum ETF worth $32.9K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Lloyd Advisory Services position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #270 holding.
Lloyd Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and has held it in 4 quarters since.
Lloyd Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $1.33M in Q2 2020.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.