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

Modern 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
2026
Q2 		$18.4M Sell
108,083
-3,045
-3% -$497K 0.22% 116
2026
Q1 		$16.4M Sell
111,128
-3,866
-3% -$559K 0.28% 94
2025
Q4 		$15.9M Buy
+114,994
New +$15.7M 0.29% 86

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

Modern Wealth Management's XMMO Position: Q2 2026 in Review

Modern Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.7% in Q2 2026, selling an estimated $497K and leaving 108,083 shares worth $18.4M. The position accounts for 0.22% of the portfolio, ranked #116.

Modern Wealth Management first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Modern Wealth Management held 108,083 shares of Invesco S&P MidCap Momentum ETF worth $18.4M as of Q2 2026.
  • Modern Wealth Management sold 3,045 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $497K.
  • Invesco S&P MidCap Momentum ETF made up 0.22% of Modern Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Modern Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.