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LMG Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

LMG Wealth Partners’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 		$10.4M Buy
60,963
+1,332
+2% +$217K 1.66% 16
2026
Q1 		$8.65M Buy
59,631
+659
+1% +$95.3K 1.58% 16
2025
Q4 		$8.17M Sell
58,972
-1,982
-3% -$271K 1.52% 18
2025
Q3 		$8.24M Buy
60,954
+1,027
+2% +$135K 1.53% 16
2025
Q2 		$7.71M Sell
59,927
-156
-0.3% -$18.6K 1.58% 17
2025
Q1 		$6.84M Buy
60,083
+9,002
+18% +$1.11M 1.52% 22
2024
Q4 		$6.31M Buy
+51,081
New +$6.48M 1.38% 23

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

LMG Wealth Partners's XMMO Position: Q2 2026 in Review

LMG Wealth Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.2% in Q2 2026, buying an estimated $217K and bringing the position to 60,963 shares worth $10.4M. The position accounts for 1.66% of the portfolio, ranked #16.

LMG Wealth Partners first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • LMG Wealth Partners held 60,963 shares of Invesco S&P MidCap Momentum ETF worth $10.4M as of Q2 2026.
  • LMG Wealth Partners bought 1,332 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $217K.
  • Invesco S&P MidCap Momentum ETF made up 1.66% of LMG Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • LMG Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.