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Lowery Thomas LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lowery Thomas LLC’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 		$4.6M Buy
27,017
+509
+2% +$83K 2.25% 13
2026
Q1 		$3.84M Buy
26,508
+819
+3% +$118K 2.2% 16
2025
Q4 		$3.56M Buy
25,689
+215
+0.8% +$29.4K 2.01% 17
2025
Q3 		$3.44M Buy
25,474
+1,332
+6% +$175K 1.99% 16
2025
Q2 		$3.11M Sell
24,142
-2,471
-9% -$295K 1.99% 15
2025
Q1 		$3.03M Sell
26,613
-1,569
-6% -$193K 2.07% 16
2024
Q4 		$3.48M Buy
28,182
+1,232
+5% +$156K 2.27% 14
2024
Q3 		$3.24M Buy
26,950
+1,430
+6% +$166K 2.2% 15
2024
Q2 		$2.91M Buy
25,520
+945
+4% +$107K 2.12% 16
2024
Q1 		$2.82M Buy
24,575
+4,167
+20% +$422K 2.16% 17
2023
Q4 		$1.83M Buy
20,408
+3,131
+18% +$257K 1.57% 19
2023
Q3 		$1.39M Sell
17,277
-736
-4% -$59.8K 1.33% 21
2023
Q2 		$1.43M Buy
18,013
+43
+0.2% +$3.24K 1.41% 20
2023
Q1 		$1.36M Buy
+17,970
New +$1.38M 1.5% 18

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

Lowery Thomas LLC's XMMO Position: Q2 2026 in Review

Lowery Thomas LLC increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.9% in Q2 2026, buying an estimated $83K and bringing the position to 27,017 shares worth $4.6M. The position accounts for 2.25% of the portfolio, ranked #13.

Lowery Thomas LLC first reported a position in XMMO in Q1 2023 and has held it in 14 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Lowery Thomas LLC held 27,017 shares of Invesco S&P MidCap Momentum ETF worth $4.6M as of Q2 2026.
  • Lowery Thomas LLC bought 509 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $83K.
  • Invesco S&P MidCap Momentum ETF made up 2.25% of Lowery Thomas LLC's portfolio in Q2 2026, its #13 holding.
  • Lowery Thomas LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 and has held it in 14 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.