Mutual Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Mutual 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	$592K	Buy	3,479 +480	+16%	+$78.3K	0.01%	859
2026 Q1	$435K	Buy	2,999 +44	+1%	+$6.36K	0.01%	946
2025 Q4	$409K	Sell	2,955 -78	-3%	-$10.7K	0.01%	968
2025 Q3	$411K	Buy	3,033 +419	+16%	+$55.1K	0.01%	939
2025 Q2	$345K	Buy	2,614 +49	+2%	+$5.86K	0.01%	932
2025 Q1	$292K	Sell	2,565 -33	-1%	-$4.07K	0.01%	910
2024 Q4	$335K	Buy	2,598 +386	+17%	+$49K	0.01%	854
2024 Q3	$270K	Buy	2,212 +465	+27%	+$53.9K	0.01%	944
2024 Q2	$206K	Buy	+1,747	New	+$197K	0.01%	1029
2024 Q1	–	Sell	-2,346	Closed	-$211K	–	1141
2023 Q4	$211K	Buy	+2,346	New	+$193K	0.01%	948

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

Mutual Advisors's XMMO Position: Q2 2026 in Review

Mutual Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 16% in Q2 2026, buying an estimated $78.3K and bringing the position to 3,479 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #859.

Mutual Advisors first reported a position in XMMO in Q4 2023 and has held it in 10 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Mutual Advisors held 3,479 shares of Invesco S&P MidCap Momentum ETF worth $592K as of Q2 2026.
Mutual Advisors bought 480 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $78.3K.
Invesco S&P MidCap Momentum ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #859 holding.
Mutual Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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