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

Maridea 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	$756K	Sell	4,445 -1,153	-21%	-$188K	0.08%	229
2026 Q1	$812K	Sell	5,598 -840	-13%	-$121K	0.12%	183
2025 Q4	$891K	Sell	6,438 -3,595	-36%	-$492K	0.13%	161
2025 Q3	$1.36M	Buy	10,033 +5,161	+106%	+$679K	0.21%	114
2025 Q2	$627K	Buy	+4,872	New	+$582K	0.16%	121
2025 Q1	–	Sell	-2,115	Closed	-$261K	–	283
2024 Q4	$261K	Buy	+2,115	New	+$268K	0.08%	195

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

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

Maridea Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 21% in Q2 2026, selling an estimated $188K and leaving 4,445 shares worth $756K. The position accounts for 0.08% of the portfolio, ranked #229.

Maridea Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q3 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Maridea Wealth Management held 4,445 shares of Invesco S&P MidCap Momentum ETF worth $756K as of Q2 2026.
Maridea Wealth Management sold 1,153 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $188K.
Invesco S&P MidCap Momentum ETF made up 0.08% of Maridea Wealth Management's portfolio in Q2 2026, its #229 holding.
Maridea Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $1.36M in Q3 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.