Money Concepts Capital’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Money Concepts Capital’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	$2.01M	Buy	11,796 +282	+2%	+$46K	0.09%	199
2026 Q1	$1.67M	Sell	11,514 -470,170	-98%	-$68M	0.09%	210
2025 Q4	$66.7M	Buy	481,684 +11,621	+2%	+$1.59M	3.74%	4
2025 Q3	$63.6M	Buy	470,063 +4,774	+1%	+$628K	3.92%	4
2025 Q2	$59.9M	Buy	465,289 +2,622	+0.6%	+$313K	4%	4
2025 Q1	$52.6M	Buy	462,667 +26,095	+6%	+$3.21M	3.94%	4
2024 Q4	$53.9M	Buy	436,572 +86,162	+25%	+$10.9M	4.01%	3
2024 Q3	$42.2M	Sell	350,410 -344,984	-50%	-$40M	3.2%	5
2024 Q2	$79.3M	Buy	+695,394	New	+$78.5M	6.66%	1
2023 Q1	–	Sell	-7,140	Closed	-$538K	–	2947
2022 Q4	$538K	Buy	7,140 +6,848	+2,345%	+$526K	0.02%	414
2022 Q3	$20K	Hold	292	–	–	﹤0.01%	917
2022 Q2	$21K	Sell	292 -7,007	-96%	-$560K	﹤0.01%	880
2022 Q1	$630K	Buy	7,299 +2,848	+64%	+$243K	0.04%	393
2021 Q4	$405K	Buy	+4,451	New	+$403K	0.03%	349
2021 Q1	$345K	Sell	4,116 -175,018	-98%	-$14.5M	0.03%	379
2020 Q4	$14M	Buy	+179,134	New	+$13M	1.29%	18

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

Money Concepts Capital's XMMO Position: Q2 2026 in Review

Money Concepts Capital increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.4% in Q2 2026, buying an estimated $46K and bringing the position to 11,796 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #199.

Money Concepts Capital first reported a position in XMMO in Q4 2020 and has held it in 16 quarters since. The position peaked at $79.3M in Q2 2024. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Money Concepts Capital held 11,796 shares of Invesco S&P MidCap Momentum ETF worth $2.01M as of Q2 2026.
Money Concepts Capital bought 282 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $46K.
Invesco S&P MidCap Momentum ETF made up 0.09% of Money Concepts Capital's portfolio in Q2 2026, its #199 holding.
Money Concepts Capital first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 16 quarters since.
Money Concepts Capital's Invesco S&P MidCap Momentum ETF position peaked at $79.3M in Q2 2024.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.