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Nations Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Nations Financial Group’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 		$201K Buy
+1,184
New +$193K 0.01% 764
2023
Q2 		– Sell
-2,809
Closed -$212K – 646
2023
Q1 		$212K Hold
2,809
– – 0.02% 562
2022
Q4 		$212K Buy
+2,809
New +$216K 0.02% 553

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

Nations Financial Group's XMMO Position: Q2 2026 in Review

Nations Financial Group opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,184 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Nations Financial Group previously reported a position in XMMO as recently as Q1 2023.

Nations Financial Group first reported a position in XMMO in Q4 2022 and has held it in 3 quarters since. The position peaked at $212K in Q1 2023. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Nations Financial Group held 1,184 shares of Invesco S&P MidCap Momentum ETF worth $201K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Nations Financial Group position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #764 holding.
  • Nations Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 3 quarters since.
  • Nations Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $212K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.