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New Millennium Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

New Millennium 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
2025
Q4 		$2.58M Sell
18,648
-674
-3% -$92.2K 1.12% 22
2025
Q3 		$2.61M Sell
19,322
-5,124
-21% -$674K 1.19% 24
2025
Q2 		$3.14M Sell
24,446
-55
-0.2% -$6.57K 1.74% 19
2025
Q1 		$2.79M Buy
24,501
+893
+4% +$110K 1.83% 18
2024
Q4 		$2.92M Buy
23,608
+1,928
+9% +$245K 1.71% 19
2024
Q3 		$2.61M Buy
21,680
+9,533
+78% +$1.11M 1.69% 18
2024
Q2 		$1.38M Buy
12,147
+297
+3% +$33.5K 0.9% 30
2024
Q1 		$1.36M Buy
11,850
+165
+1% +$16.7K 1.03% 29
2023
Q4 		$1.05M Buy
11,685
+10,180
+676% +$837K 0.93% 34
2023
Q3 		$121K Sell
1,505
-14
-0.9% -$1.14K 0.11% 51
2023
Q2 		$121K Sell
1,519
-520
-26% -$39.2K 0.11% 56
2023
Q1 		$154K Sell
2,039
-213
-9% -$16.3K 0.15% 56
2022
Q4 		$170K Sell
2,252
-171
-7% -$13.1K 0.18% 50
2022
Q3 		$170K Sell
2,423
-84
-3% -$6.43K 0.19% 47
2022
Q2 		$178K Sell
2,507
-65,624
-96% -$5.24M 0.18% 49
2022
Q1 		$5.88M Buy
68,131
+405
+0.6% +$34.5K 4.22% 8
2021
Q4 		$6.16M Buy
+67,726
New +$6.13M 4.68% 8

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New Millennium Group's XMMO Position: Q4 2025 in Review

New Millennium Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.5% in Q4 2025, selling an estimated $92.2K and leaving 18,648 shares worth $2.58M. The position accounts for 1.12% of the portfolio, ranked #22.

New Millennium Group first reported a position in XMMO in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.16M in Q4 2021. 406 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

  • New Millennium Group held 18,648 shares of Invesco S&P MidCap Momentum ETF worth $2.58M as of Q4 2025.
  • New Millennium Group sold 674 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $92.2K.
  • Invesco S&P MidCap Momentum ETF made up 1.12% of New Millennium Group's portfolio in Q4 2025, its #22 holding.
  • New Millennium Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 17 quarters since.
  • New Millennium Group's Invesco S&P MidCap Momentum ETF position peaked at $6.16M in Q4 2021.
  • 406 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.