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NewEdge Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

NewEdge Advisors’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 		$11.4M Buy
78,283
+33,256
+74% +$4.81M 0.04% 420
2025
Q4 		$6.23M Buy
45,027
+1,094
+2% +$150K 0.02% 580
2025
Q3 		$5.94M Sell
43,933
-1,876
-4% -$247K 0.03% 559
2025
Q2 		$5.89M Sell
45,809
-3,695
-7% -$441K 0.03% 516
2025
Q1 		$5.63M Sell
49,504
-4,755
-9% -$586K 0.03% 472
2024
Q4 		$6.7M Buy
54,259
+3,560
+7% +$452K 0.04% 408
2024
Q3 		$6.1M Buy
50,699
+8,523
+20% +$988K 0.04% 418
2024
Q2 		$4.81M Buy
42,176
+4,396
+12% +$496K 0.04% 457
2024
Q1 		$4.34M Buy
37,780
+4,656
+14% +$472K 0.04% 431
2023
Q4 		$3.01M Sell
33,124
-2,299
-6% -$189K 0.03% 510
2023
Q3 		$2.85M Buy
35,423
+1,283
+4% +$104K 0.03% 470
2023
Q2 		$2.71M Buy
34,140
+6,651
+24% +$501K 0.03% 491
2023
Q1 		$2.08M Buy
27,489
+5,139
+23% +$394K 0.03% 529
2022
Q4 		$256K Buy
22,350
+6,441
+40% +$495K 0.01% 1079
2022
Q3 		$1.11M Buy
15,909
+2,051
+15% +$157K 0.02% 611
2022
Q2 		$986K Sell
13,858
-2,544
-16% -$203K 0.02% 670
2022
Q1 		$1.42M Sell
16,402
-3,631
-18% -$310K 0.02% 532
2021
Q4 		$1.82M Sell
20,033
-8,581
-30% -$777K 0.03% 483
2021
Q3 		$2.41M Buy
28,614
+2,878
+11% +$246K 0.06% 281
2021
Q2 		$2.2M Sell
25,736
-419
-2% -$35.2K 0.06% 284
2021
Q1 		$2.19M Sell
26,155
-4,251
-14% -$353K 0.07% 265
2020
Q4 		$2.38M Buy
30,406
+6,974
+30% +$505K 0.08% 227
2020
Q3 		$1.55M Buy
23,432
+8,197
+54% +$525K 0.05% 286
2020
Q2 		$904K Buy
15,235
+5,693
+60% +$317K 0.04% 388
2020
Q1 		$469K Sell
9,542
-5,304
-36% -$310K 0.02% 468
2019
Q4 		$907K Buy
14,846
+602
+4% +$35.7K 0.04% 375
2019
Q3 		$830K Sell
14,244
-405
-3% -$23.8K 0.04% 372
2019
Q2 		$862K Buy
14,649
+2,944
+25% +$171K 0.05% 291
2019
Q1 		$662K Buy
11,705
+1,713
+17% +$90.1K 0.04% 340
2018
Q4 		$449 Buy
9,992
+1,796
+22% +$85.8K 0.03% 395
2018
Q3 		$449K Buy
+8,196
New +$430K 0.03% 389

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

NewEdge Advisors's XMMO Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 74% in Q1 2026, buying an estimated $4.81M and bringing the position to 78,283 shares worth $11.4M. The position accounts for 0.04% of the portfolio, ranked #420.

NewEdge Advisors first reported a position in XMMO in Q3 2018 and has held it in 31 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • NewEdge Advisors held 78,283 shares of Invesco S&P MidCap Momentum ETF worth $11.4M as of Q1 2026.
  • NewEdge Advisors bought 33,256 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $4.81M.
  • Invesco S&P MidCap Momentum ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #420 holding.
  • NewEdge Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2018 and has held it in 31 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.