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

Merit Financial Group’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	$4.22M	Sell	24,779 -197	-0.8%	-$32.1K	0.03%	487
2026 Q1	$3.62M	Sell	24,976 -163	-0.6%	-$23.6K	0.03%	487
2025 Q4	$3.48M	Sell	25,139 -4,291	-15%	-$587K	0.03%	457
2025 Q3	$3.98M	Sell	29,430 -2,511	-8%	-$330K	0.04%	363
2025 Q2	$4.11M	Sell	31,941 -42,898	-57%	-$5.13M	0.05%	324
2025 Q1	$8.51M	Buy	74,839 +13,000	+21%	+$1.6M	0.13%	132
2024 Q4	$7.64M	Buy	+61,839	New	+$7.85M	0.14%	131

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

Merit Financial Group's XMMO Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.79% in Q2 2026, selling an estimated $32.1K and leaving 24,779 shares worth $4.22M. The position accounts for 0.03% of the portfolio, ranked #487.

Merit Financial Group first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.51M in Q1 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Merit Financial Group held 24,779 shares of Invesco S&P MidCap Momentum ETF worth $4.22M as of Q2 2026.
Merit Financial Group sold 197 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $32.1K.
Invesco S&P MidCap Momentum ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #487 holding.
Merit Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $8.51M in Q1 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.