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

OneAscent 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	$356K	Buy	+2,095	New	+$342K	0.11%	100
2026 Q1	–	Sell	-1,481	Closed	-$205K	–	180
2025 Q4	$205K	Sell	1,481 -535	-27%	-$73.2K	0.07%	160
2025 Q3	$273K	Sell	2,016 -18	-0.9%	-$2.37K	0.09%	133
2025 Q2	$262K	Buy	+2,034	New	+$243K	0.1%	135

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 Wealth Management's XMMO Position: Q2 2026 in Review

OneAscent Wealth Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 2,095 shares worth $356K. The stake represents 0.11% of the portfolio and ranks #100 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in XMMO as recently as Q4 2025.

OneAscent Wealth Management first reported a position in XMMO in Q2 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

OneAscent Wealth Management held 2,095 shares of Invesco S&P MidCap Momentum ETF worth $356K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new OneAscent Wealth Management position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.11% of OneAscent Wealth Management's portfolio in Q2 2026, its #100 holding.
OneAscent Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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