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NWAM LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

NWAM LLC’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 		$7.54M Buy
44,308
+682
+2% +$111K 0.38% 62
2026
Q1 		$6.33M Buy
43,626
+3,467
+9% +$501K 0.36% 67
2025
Q4 		$5.68M Buy
40,159
+2,926
+8% +$400K 0.32% 75
2025
Q3 		$5.04M Buy
37,233
+376
+1% +$49.5K 0.27% 92
2025
Q2 		$4.81M Buy
36,857
+7,051
+24% +$842K 0.28% 87
2025
Q1 		$3.39M Buy
29,806
+1,214
+4% +$150K 0.29% 78
2024
Q4 		$3.53M Buy
28,592
+1,929
+7% +$245K 0.22% 110
2024
Q3 		$3.21M Buy
+26,663
New +$3.09M 0.2% 114
2024
Q2 		– Sell
-14,849
Closed -$1.7M – 562
2024
Q1 		$1.7M Buy
14,849
+5,395
+57% +$547K 0.14% 148
2023
Q4 		$849K Buy
9,454
+5,189
+122% +$426K 0.07% 252
2023
Q3 		$343K Sell
4,265
-14
-0.3% -$1.14K 0.03% 359
2023
Q2 		$340K Buy
4,279
+1,125
+36% +$84.8K 0.03% 390
2023
Q1 		$238K Buy
3,154
+304
+11% +$23.3K 0.02% 415
2022
Q4 		$215K Buy
+2,850
New +$219K 0.02% 479
2022
Q3 		– Sell
-2,848
Closed -$203K – 546
2022
Q2 		$203K Buy
+2,848
New +$227K 0.02% 495
2022
Q1 		– Sell
-2,488
Closed -$226K – 575
2021
Q4 		$226K Buy
+2,488
New +$225K 0.02% 468

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

NWAM LLC's XMMO Position: Q2 2026 in Review

NWAM LLC increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.6% in Q2 2026, buying an estimated $111K and bringing the position to 44,308 shares worth $7.54M. The position accounts for 0.38% of the portfolio, ranked #62.

NWAM LLC first reported a position in XMMO in Q4 2021 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • NWAM LLC held 44,308 shares of Invesco S&P MidCap Momentum ETF worth $7.54M as of Q2 2026.
  • NWAM LLC bought 682 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $111K.
  • Invesco S&P MidCap Momentum ETF made up 0.38% of NWAM LLC's portfolio in Q2 2026, its #62 holding.
  • NWAM LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 16 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.