AFFINITY WEALTH LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

AFFINITY WEALTH LLC’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	$21.2M	Buy	124,759 +4,746	+4%	+$774K	11.4%	4
2026 Q1	$17.4M	Buy	120,013 +8,532	+8%	+$1.23M	11.11%	5
2025 Q4	$15.4M	Buy	111,481 +8,943	+9%	+$1.22M	10.56%	5
2025 Q3	$13.9M	Sell	102,538 -25,780	-20%	-$3.39M	10.54%	5
2025 Q2	$16.5M	Buy	128,318 +9,608	+8%	+$1.15M	14.06%	4
2025 Q1	$13.5M	Buy	118,710 +7,124	+6%	+$878K	13.81%	4
2024 Q4	$13.8M	Buy	+111,586	New	+$14.2M	14.04%	4

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

AFFINITY WEALTH LLC's XMMO Position: Q2 2026 in Review

AFFINITY WEALTH LLC increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4% in Q2 2026, buying an estimated $774K and bringing the position to 124,759 shares worth $21.2M. The position accounts for 11.4% of the portfolio, ranked #4.

AFFINITY WEALTH LLC first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

AFFINITY WEALTH LLC held 124,759 shares of Invesco S&P MidCap Momentum ETF worth $21.2M as of Q2 2026.
AFFINITY WEALTH LLC bought 4,746 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $774K.
Invesco S&P MidCap Momentum ETF made up 11.4% of AFFINITY WEALTH LLC's portfolio in Q2 2026, its #4 holding.
AFFINITY WEALTH LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2026, filed 26 Aug 2026.