OneAscent Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

OneAscent Financial 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	$3M	Buy	17,650 +15,764	+836%	+$2.57M	0.14%	105
2026 Q1	$274K	Buy	1,886 +50	+3%	+$7.23K	0.01%	484
2025 Q4	$254K	Sell	1,836 -96	-5%	-$13.1K	0.02%	393
2025 Q3	$261K	Sell	1,932 -17,919	-90%	-$2.36M	0.02%	409
2025 Q2	$2.55M	Sell	19,851 -7,610	-28%	-$909K	0.18%	84
2025 Q1	$3.12M	Buy	27,461 +6,758	+33%	+$833K	0.2%	81
2024 Q4	$2.56M	Buy	+20,703	New	+$2.63M	0.22%	75

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

OneAscent Financial Services's XMMO Position: Q2 2026 in Review

OneAscent Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 836% in Q2 2026, buying an estimated $2.57M and bringing the position to 17,650 shares worth $3M. The position accounts for 0.14% of the portfolio, ranked #105.

OneAscent Financial Services first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q1 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

OneAscent Financial Services held 17,650 shares of Invesco S&P MidCap Momentum ETF worth $3M as of Q2 2026.
OneAscent Financial Services bought 15,764 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $2.57M.
Invesco S&P MidCap Momentum ETF made up 0.14% of OneAscent Financial Services's portfolio in Q2 2026, its #105 holding.
OneAscent Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
OneAscent Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $3.12M in Q1 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.