Mainstay Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Mainstay Capital 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	$1.08M	Sell	6,359 -291	-4%	-$47.5K	0.08%	73
2026 Q1	$964K	Sell	6,650 -143	-2%	-$20.7K	0.07%	77
2025 Q4	$941K	Sell	6,793 -1,201	-15%	-$164K	0.07%	70
2025 Q3	$1.08M	Sell	7,994 -550,014	-99%	-$72.4M	0.11%	66
2025 Q2	$71.8M	Buy	558,008 +282,194	+102%	+$33.7M	3.54%	11
2025 Q1	$31.4M	Sell	275,814 -10,709	-4%	-$1.32M	4.3%	9
2024 Q4	$35.4M	Buy	+286,523	New	+$36.4M	5.38%	7

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

Mainstay Capital Management's XMMO Position: Q2 2026 in Review

Mainstay Capital Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.4% in Q2 2026, selling an estimated $47.5K and leaving 6,359 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #73.

Mainstay Capital Management first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.8M in Q2 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Mainstay Capital Management held 6,359 shares of Invesco S&P MidCap Momentum ETF worth $1.08M as of Q2 2026.
Mainstay Capital Management sold 291 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $47.5K.
Invesco S&P MidCap Momentum ETF made up 0.08% of Mainstay Capital Management's portfolio in Q2 2026, its #73 holding.
Mainstay Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Mainstay Capital Management's Invesco S&P MidCap Momentum ETF position peaked at $71.8M in Q2 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.