NBC Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

NBC Securities’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	$55.3K	Buy	+325	New	+$53K	﹤0.01%	1258
2025 Q3	–	Sell	-29	Closed	-$3K	–	2882
2025 Q2	$3K	Hold	29	–	–	﹤0.01%	2258
2025 Q1	$3K	Buy	+29	New	+$3.57K	﹤0.01%	1999
2024 Q4	–	Sell	-461	Closed	-$55K	–	2110
2024 Q3	$55K	Buy	461 +210	+84%	+$24.4K	﹤0.01%	1145
2024 Q2	$28K	Sell	251 -14	-5%	-$1.58K	﹤0.01%	1335
2024 Q1	$31K	Sell	265 -31	-10%	-$3.14K	﹤0.01%	1306
2023 Q4	$26K	Sell	296 -318	-52%	-$26.1K	﹤0.01%	1378
2023 Q3	$49K	Buy	+614	New	+$49.9K	0.01%	1142

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

NBC Securities's XMMO Position: Q2 2026 in Review

NBC Securities opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 325 shares worth $55.3K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings. This is a return to the name: NBC Securities previously reported a position in XMMO as recently as Q2 2025.

NBC Securities first reported a position in XMMO in Q3 2023 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

NBC Securities held 325 shares of Invesco S&P MidCap Momentum ETF worth $55.3K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new NBC Securities position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1258 holding.
NBC Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.