Nova Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Nova Wealth Management’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	$225K	Sell	1,321 -99	-7%	-$16.1K	0.12%	131
2026 Q1	$206K	Sell	1,420 -2	-0.1%	-$289	0.13%	129
2025 Q4	$197K	Sell	1,422 -4	-0.3%	-$547	0.14%	128
2025 Q3	$193K	Sell	1,426 -2,122	-60%	-$279K	0.14%	132
2025 Q2	$456K	Buy	3,548 +365	+11%	+$43.6K	0.34%	75
2025 Q1	$362K	Buy	3,183 +26	+0.8%	+$3.2K	0.31%	82
2024 Q4	$390K	Buy	+3,157	New	+$401K	0.34%	76

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

Nova Wealth Management's XMMO Position: Q2 2026 in Review

Nova Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7% in Q2 2026, selling an estimated $16.1K and leaving 1,321 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #131.

Nova Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q2 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Nova Wealth Management held 1,321 shares of Invesco S&P MidCap Momentum ETF worth $225K as of Q2 2026.
Nova Wealth Management sold 99 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $16.1K.
Invesco S&P MidCap Momentum ETF made up 0.12% of Nova Wealth Management's portfolio in Q2 2026, its #131 holding.
Nova Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $456K in Q2 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.