Milestones Private Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Milestones Private Investment 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	–	Sell	-3,790	Closed	-$525K	–	118
2025 Q4	$525K	Sell	3,790 -154	-4%	-$21.1K	0.36%	67
2025 Q3	$533K	Hold	3,944	–	–	0.36%	66
2025 Q2	$507K	Buy	+3,944	New	+$471K	0.38%	68

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.9% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestones Private Investment Advisors's XMMO Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 3,790 shares — an estimated $525K sold.

Milestones Private Investment Advisors first reported a position in XMMO in Q2 2025 and held it in 3 quarters. The position peaked at $533K in Q3 2025. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Milestones Private Investment Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 3,790 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $525K.
Milestones Private Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and held it in 3 quarters.
Milestones Private Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $533K in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.