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Moneta Group Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Moneta Group 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
Q2 		$13.1M Buy
77,168
+72
+0.1% +$11.7K 0.1% 107
2026
Q1 		$11.2M Sell
77,096
-141
-0.2% -$20.4K 0.08% 109
2025
Q4 		$10.7M Buy
77,237
+283
+0.4% +$38.7K 0.08% 110
2025
Q3 		$10.4M Buy
76,954
+73
+0.1% +$9.61K 0.08% 110
2025
Q2 		$9.89M Buy
76,881
+81
+0.1% +$9.68K 0.12% 100
2025
Q1 		$8.74M Sell
76,800
-1,660
-2% -$205K 0.12% 102
2024
Q4 		$9.69M Buy
78,460
+174
+0.2% +$22.1K 0.14% 96
2024
Q3 		$9.42M Buy
78,286
+1,832
+2% +$212K 0.14% 96
2024
Q2 		$8.71M Buy
76,454
+20
+0% +$2.26K 0.14% 93
2024
Q1 		$8.78M Buy
+76,434
New +$7.75M 0.14% 91

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

Moneta Group Investment Advisors's XMMO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.09% in Q2 2026, buying an estimated $11.7K and bringing the position to 77,168 shares worth $13.1M. The position accounts for 0.1% of the portfolio, ranked #107.

Moneta Group Investment Advisors first reported a position in XMMO in Q1 2024 and has held it in 10 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Moneta Group Investment Advisors held 77,168 shares of Invesco S&P MidCap Momentum ETF worth $13.1M as of Q2 2026.
  • Moneta Group Investment Advisors bought 72 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $11.7K.
  • Invesco S&P MidCap Momentum ETF made up 0.1% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.