Mercer Global Advisors
XMMO icon

Mercer Global Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Mercer Global Advisors’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 		$420K Sell
2,897
-601
-17% -$86.9K ﹤0.01% 2117
2025
Q4 		$484K Sell
3,498
-291
-8% -$39.8K ﹤0.01% 1889
2025
Q3 		$512K Sell
3,789
-423
-10% -$55.7K ﹤0.01% 1743
2025
Q2 		$542K Buy
4,212
+203
+5% +$24.3K ﹤0.01% 1528
2025
Q1 		$456K Buy
4,009
+417
+12% +$51.4K ﹤0.01% 1525
2024
Q4 		$444K Buy
3,592
+884
+33% +$112K ﹤0.01% 1511
2024
Q3 		$325K Sell
2,708
-105
-4% -$12.2K ﹤0.01% 1579
2024
Q2 		$321K Sell
2,813
-1,510
-35% -$170K ﹤0.01% 1537
2024
Q1 		$496K Buy
4,323
+1,068
+33% +$108K ﹤0.01% 1289
2023
Q4 		$292K Sell
3,255
-543
-14% -$44.6K ﹤0.01% 1621
2023
Q3 		$306K Buy
3,798
+892
+31% +$72.5K ﹤0.01% 1527
2023
Q2 		$231K Buy
+2,906
New +$219K ﹤0.01% 1663
2023
Q1 		– Sell
-3,368
Closed -$254K – 2065
2022
Q4 		$254K Buy
+3,368
New +$259K ﹤0.01% 1585

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors's XMMO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 17% in Q1 2026, selling an estimated $86.9K and leaving 2,897 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Mercer Global Advisors first reported a position in XMMO in Q4 2022 and has held it in 13 quarters since. The position peaked at $542K in Q2 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Mercer Global Advisors held 2,897 shares of Invesco S&P MidCap Momentum ETF worth $420K as of Q1 2026.
  • Mercer Global Advisors sold 601 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $86.9K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2117 holding.
  • Mercer Global Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 13 quarters since.
  • Mercer Global Advisors's Invesco S&P MidCap Momentum ETF position peaked at $542K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.