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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
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 $376B 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return