Orion Portfolio Solutions’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$11.9M	Sell	104,706 -386,483	-79%	-$47.6M	0.12%	159
2024 Q4	$60.7M	Buy	491,189 +487,830	+14,523%	+$61.9M	0.6%	22
2024 Q3	$404K	Buy	3,359 +1,209	+56%	+$140K	﹤0.01%	1410
2024 Q2	$245K	Sell	2,150 -129,960	-98%	-$14.7M	﹤0.01%	1549
2024 Q1	$15.2M	Buy	+132,110	New	+$13.4M	0.16%	131

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Orion Portfolio Solutions's XMMO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 79% in Q1 2025, selling an estimated $47.6M and leaving 104,706 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #159.

Orion Portfolio Solutions first reported a position in XMMO in Q1 2024 and has held it in 5 quarters since. The position peaked at $60.7M in Q4 2024. 335 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

Orion Portfolio Solutions held 104,706 shares of Invesco S&P MidCap Momentum ETF worth $11.9M as of Q1 2025.
Orion Portfolio Solutions sold 386,483 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $47.6M.
Invesco S&P MidCap Momentum ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #159 holding.
Orion Portfolio Solutions first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 5 quarters since.
Orion Portfolio Solutions's Invesco S&P MidCap Momentum ETF position peaked at $60.7M in Q4 2024.
335 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.