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

Newbridge Financial Services 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	$17.3K	Hold	102	–	–	﹤0.01%	740
2026 Q1	$14.7K	Buy	102 +1	+1%	+$145	﹤0.01%	713
2025 Q4	$14K	Hold	101	–	–	﹤0.01%	723
2025 Q3	$13.7K	Hold	101	–	–	﹤0.01%	835
2025 Q2	$13K	Hold	101	–	–	﹤0.01%	823
2025 Q1	$11.5K	Sell	101 -520	-84%	-$64.1K	﹤0.01%	652
2024 Q4	$76.8K	Hold	621	–	–	0.02%	317
2024 Q3	$74.7K	Buy	621 +396	+176%	+$45.9K	0.03%	221
2024 Q2	$25.7K	Buy	+225	New	+$25.4K	0.01%	523

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

Newbridge Financial Services Group's XMMO Position: Q2 2026 in Review

Newbridge Financial Services Group held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 102 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Newbridge Financial Services Group first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.8K in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Newbridge Financial Services Group held 102 shares of Invesco S&P MidCap Momentum ETF worth $17.3K as of Q2 2026.
Newbridge Financial Services Group left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #740 holding.
Newbridge Financial Services Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Newbridge Financial Services Group's Invesco S&P MidCap Momentum ETF position peaked at $76.8K in Q4 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.