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

MY 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
Q1 		$464K Buy
4,077
+117
+3% +$16.9K 0.45% 18
2025
Q4 		$548K Buy
3,960
+222
+6% +$30.4K 0.48% 23
2025
Q3 		$505K Sell
3,738
-5
-0.1% -$658 0.44% 23
2025
Q2 		$481K Sell
3,743
-334
-8% -$39.9K 0.46% 21
2025
Q1 		$464K Buy
4,077
+325
+9% +$40K 0.45% 18
2024
Q4 		$463K Buy
3,752
+211
+6% +$26.8K 0.46% 18
2024
Q3 		$426K Hold
3,541
– – 0.43% 19
2024
Q2 		$404K Sell
3,541
-195
-5% -$22K 0.46% 20
2024
Q1 		$429K Sell
3,736
-165
-4% -$16.7K 0.47% 18
2023
Q4 		$350K Sell
3,901
-54,368
-93% -$4.47M 0.33% 22
2023
Q3 		$4.69M Sell
58,269
-369
-0.6% -$30K 4.66% 9
2023
Q2 		$4.66M Buy
58,638
+978
+2% +$73.7K 4.25% 12
2023
Q1 		$4.35M Buy
57,660
+1
+0% +$77 4.36% 10
2022
Q4 		$4.34M Buy
57,659
+5,735
+11% +$440K 6.61% 6
2022
Q3 		$3.62M Sell
51,924
-77
-0.1% -$5.89K 3.89% 9
2022
Q2 		$3.7M Sell
52,001
-206
-0.4% -$16.5K 3.99% 10
2022
Q1 		$4.51M Sell
52,207
-55,206
-51% -$4.71M 4.18% 10
2021
Q4 		$9.77M Buy
+107,413
New +$9.73M 8.59% 3

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MY Wealth Management's XMMO Position: Q1 2026 in Review

MY Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3% in Q1 2026, buying an estimated $16.9K and bringing the position to 4,077 shares worth $464K. The position accounts for 0.45% of the portfolio, ranked #18.

MY Wealth Management first reported a position in XMMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.77M in Q4 2021. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • MY Wealth Management held 4,077 shares of Invesco S&P MidCap Momentum ETF worth $464K as of Q1 2026.
  • MY Wealth Management bought 117 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $16.9K.
  • Invesco S&P MidCap Momentum ETF made up 0.45% of MY Wealth Management's portfolio in Q1 2026, its #18 holding.
  • MY Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 18 quarters since.
  • MY Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $9.77M in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.