Mariner
XMMO icon

Mariner’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Mariner’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
Q1 		$1.9M Buy
13,068
+2,165
+20% +$313K ﹤0.01% 1546
2025
Q4 		$1.51M Buy
10,903
+363
+3% +$49.6K ﹤0.01% 1668
2025
Q3 		$1.43M Buy
10,540
+628
+6% +$82.7K ﹤0.01% 1645
2025
Q2 		$1.27M Sell
9,912
-1,600
-14% -$191K ﹤0.01% 1634
2025
Q1 		$1.31M Buy
11,512
+540
+5% +$66.5K ﹤0.01% 1504
2024
Q4 		$1.36M Buy
10,972
+646
+6% +$82K ﹤0.01% 1446
2024
Q3 		$1.24M Buy
10,326
+1,930
+23% +$224K ﹤0.01% 1458
2024
Q2 		$957K Sell
8,396
-1,813
-18% -$205K ﹤0.01% 1530
2024
Q1 		$1.17M Sell
10,209
-1,206
-11% -$122K ﹤0.01% 1405
2023
Q4 		$1.03M Sell
11,415
-1,099
-9% -$90.3K ﹤0.01% 1415
2023
Q3 		$1.01M Buy
12,514
+259
+2% +$21.1K ﹤0.01% 1320
2023
Q2 		$975K Sell
12,255
-27,715
-69% -$2.09M ﹤0.01% 1328
2023
Q1 		$3.02M Sell
39,970
-5
-0% -$383 0.01% 797
2022
Q4 		$3.01M Buy
39,975
+26,420
+195% +$2.03M 0.01% 763
2022
Q3 		$946K Buy
13,555
+3,112
+30% +$238K ﹤0.01% 1079
2022
Q2 		$743K Buy
10,443
+55
+0.5% +$4.39K ﹤0.01% 1012
2022
Q1 		$897K Buy
10,388
+10
+0.1% +$853 ﹤0.01% 970
2021
Q4 		$944K Buy
+10,378
New +$940K ﹤0.01% 841

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return