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

Meridian Financial’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 		$784K Buy
4,610
+735
+19% +$120K 0.38% 58
2026
Q1 		$562K Buy
3,875
+100
+3% +$14.5K 0.31% 66
2025
Q4 		$523K Buy
3,775
+275
+8% +$37.6K 0.28% 69
2025
Q3 		$473K Buy
3,500
+350
+11% +$46.1K 0.27% 73
2025
Q2 		$405K Hold
3,150
– – 0.26% 73
2025
Q1 		$358K Sell
3,150
-100
-3% -$12.3K 0.25% 78
2024
Q4 		$401K Buy
3,250
+100
+3% +$12.7K 0.28% 64
2024
Q3 		$379K Sell
3,150
-50
-2% -$5.8K 0.25% 75
2024
Q2 		$365K Sell
3,200
-300
-9% -$33.9K 0.26% 70
2024
Q1 		$402K Buy
3,500
+1,060
+43% +$107K 0.3% 64
2023
Q4 		$219K Buy
+2,440
New +$201K 0.17% 104
2023
Q1 		– Sell
-3,190
Closed -$240K – 99
2022
Q4 		$240K Sell
3,190
-100
-3% -$7.68K 0.25% 77
2022
Q3 		$230K Sell
3,290
-125
-4% -$9.57K 0.27% 76
2022
Q2 		$243K Sell
3,415
-1,200
-26% -$95.9K 0.27% 75
2022
Q1 		$398K Hold
4,615
– – 0.41% 52
2021
Q4 		$420K Buy
+4,615
New +$418K 0.39% 50

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

Meridian Financial's XMMO Position: Q2 2026 in Review

Meridian Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 19% in Q2 2026, buying an estimated $120K and bringing the position to 4,610 shares worth $784K. The position accounts for 0.38% of the portfolio, ranked #58.

Meridian Financial first reported a position in XMMO in Q4 2021 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Meridian Financial held 4,610 shares of Invesco S&P MidCap Momentum ETF worth $784K as of Q2 2026.
  • Meridian Financial bought 735 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $120K.
  • Invesco S&P MidCap Momentum ETF made up 0.38% of Meridian Financial's portfolio in Q2 2026, its #58 holding.
  • Meridian Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 16 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.