OCPWS
XMMO icon

One Charles Private Wealth Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

One Charles Private Wealth Services’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 		$256K Buy
+1,504
New +$245K 0.06% 151

Other funds holding XMMO

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

One Charles Private Wealth Services's XMMO Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,504 shares worth $256K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings.

76 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • One Charles Private Wealth Services held 1,504 shares of Invesco S&P MidCap Momentum ETF worth $256K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #151 holding.
  • 76 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.