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NorthRock Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

NorthRock Partners’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 		$345K Buy
2,030
+1
+0% +$163 0.01% 505
2026
Q1 		$294K Sell
2,029
-568
-22% -$82.2K ﹤0.01% 529
2025
Q4 		$360K Sell
2,597
-1
-0% -$137 0.01% 438
2025
Q3 		$351K Buy
+2,598
New +$342K 0.01% 652
2025
Q2 		– Sell
-1,322
Closed -$150K – 958
2025
Q1 		$150K Sell
1,322
-167
-11% -$20.6K 0.01% 594
2024
Q4 		$184K Buy
+1,489
New +$189K 0.01% 574

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

NorthRock Partners's XMMO Position: Q2 2026 in Review

NorthRock Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.05% in Q2 2026, buying an estimated $163 and bringing the position to 2,030 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #505.

NorthRock Partners first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q4 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • NorthRock Partners held 2,030 shares of Invesco S&P MidCap Momentum ETF worth $345K as of Q2 2026.
  • NorthRock Partners bought 1 Invesco S&P MidCap Momentum ETF share in Q2 2026, an estimated $163.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #505 holding.
  • NorthRock Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • NorthRock Partners's Invesco S&P MidCap Momentum ETF position peaked at $360K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.