MinichMacGregor Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

MinichMacGregor Wealth Management’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
2025 Q2	–	Sell	-49,161	Closed	-$5.59M	–	147
2025 Q1	$5.59M	Sell	49,161 -23,487	-32%	-$2.89M	1.25%	33
2024 Q4	$8.97M	Buy	+72,648	New	+$9.22M	1.86%	20
2024 Q3	–	Sell	-80,748	Closed	-$9.2M	–	122
2024 Q2	$9.2M	Buy	+80,748	New	+$9.12M	2.25%	15

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

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

MinichMacGregor Wealth Management's XMMO Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 49,161 shares — an estimated $5.59M sold.

MinichMacGregor Wealth Management first reported a position in XMMO in Q2 2024 and held it in 3 quarters. The position peaked at $9.2M in Q2 2024. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

MinichMacGregor Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 49,161 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $5.59M.
MinichMacGregor Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $9.2M in Q2 2024.
352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.