OIA
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OneDigital Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

OneDigital Investment Advisors’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 		$213K Sell
1,470
-580
-28% -$83.9K ﹤0.01% 1375
2025
Q4 		$284K Buy
2,050
+7
+0.3% +$957 ﹤0.01% 1245
2025
Q3 		$276K Buy
2,043
+3
+0.1% +$395 ﹤0.01% 1224
2025
Q2 		$262K Buy
2,040
+119
+6% +$14.2K ﹤0.01% 1236
2025
Q1 		$219K Sell
1,921
-277
-13% -$34.1K ﹤0.01% 1286
2024
Q4 		$271K Buy
+2,198
New +$279K ﹤0.01% 1184
2022
Q2 		– Sell
-3,408
Closed -$294K – 804
2022
Q1 		$294K Sell
3,408
-3,086
-48% -$263K 0.01% 603
2021
Q4 		$591K Buy
6,494
+1,005
+18% +$91K 0.02% 398
2021
Q3 		$462K Buy
5,489
+422
+8% +$36.1K 0.02% 435
2021
Q2 		$434K Buy
+5,067
New +$425K 0.02% 449

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