Lodestone Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lodestone Wealth 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	$534K	Buy	3,136 +613	+24%	+$100K	0.19%	112
2026 Q1	$366K	Buy	2,523 +267	+12%	+$38.6K	0.15%	130
2025 Q4	$312K	Buy	2,256 +44	+2%	+$6.02K	0.13%	137
2025 Q3	$299K	Buy	2,212 +148	+7%	+$19.5K	0.13%	140
2025 Q2	$265K	Buy	2,064 +294	+17%	+$35.1K	0.13%	140
2025 Q1	$201K	Buy	1,770 +61	+4%	+$7.51K	0.11%	152
2024 Q4	$211K	Buy	+1,709	New	+$217K	0.11%	146

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

Lodestone Wealth Management's XMMO Position: Q2 2026 in Review

Lodestone Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 24% in Q2 2026, buying an estimated $100K and bringing the position to 3,136 shares worth $534K. The position accounts for 0.19% of the portfolio, ranked #112.

Lodestone Wealth Management 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.

Lodestone Wealth Management held 3,136 shares of Invesco S&P MidCap Momentum ETF worth $534K as of Q2 2026.
Lodestone Wealth Management bought 613 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $100K.
Invesco S&P MidCap Momentum ETF made up 0.19% of Lodestone Wealth Management's portfolio in Q2 2026, its #112 holding.
Lodestone Wealth Management 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.