Osaic Holdings
XMMO icon

Osaic Holdings’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Osaic Holdings’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 		$108M Buy
745,103
+151,439
+26% +$21.9M 0.16% 131
2025
Q4 		$82.2M Buy
593,664
+48,534
+9% +$6.64M 0.12% 170
2025
Q3 		$72.4M Buy
545,130
+91,433
+20% +$12M 0.1% 197
2025
Q2 		$58.4M Buy
453,697
+77,285
+21% +$9.23M 0.1% 190
2025
Q1 		$42.8M Sell
376,412
-74,957
-17% -$9.23M 0.1% 210
2024
Q4 		$53.2M Buy
451,369
+278,029
+160% +$35.3M 0.12% 159
2024
Q3 		$20.9M Buy
173,340
+46,596
+37% +$5.4M 0.05% 400
2024
Q2 		$14.5M Sell
126,744
-72,819
-36% -$8.22M 0.03% 497
2024
Q1 		$22.9M Buy
199,563
+40,798
+26% +$4.13M 0.05% 359
2023
Q4 		$14.3M Buy
158,765
+38,127
+32% +$3.13M 0.03% 609
2023
Q3 		$9.72M Sell
120,638
-53,460
-31% -$4.35M 0.01% 874
2023
Q2 		$13.9M Sell
174,098
-49,336
-22% -$3.72M 0.02% 608
2023
Q1 		$16.9M Buy
223,434
+34,493
+18% +$2.64M 0.03% 513
2022
Q4 		$14.2M Buy
188,941
+63,204
+50% +$4.85M 0.03% 564
2022
Q3 		$8.77M Buy
125,737
+14,739
+13% +$1.13M 0.02% 722
2022
Q2 		$7.9M Buy
110,998
+16,652
+18% +$1.33M 0.02% 788
2022
Q1 		$7.81M Sell
94,346
-31,039
-25% -$2.65M 0.02% 905
2021
Q4 		$11.4M Buy
125,385
+879
+0.7% +$79.6K 0.02% 666
2021
Q3 		$10.5M Buy
124,506
+48,524
+64% +$4.16M 0.02% 650
2021
Q2 		$6.51M Sell
75,982
-23,664
-24% -$1.99M 0.01% 895
2021
Q1 		$8.35M Buy
99,646
+32,030
+47% +$2.66M 0.02% 677
2020
Q4 		$5.29M Sell
67,616
-11,036
-14% -$799K 0.01% 829
2020
Q3 		$5.2M Sell
78,652
-18,233
-19% -$1.17M 0.02% 747
2020
Q2 		$5.75M Buy
96,885
+19,220
+25% +$1.07M 0.02% 633
2020
Q1 		$2.83M Buy
+77,665
New +$4.53M 0.01% 865

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings's XMMO Position: Q1 2026 in Review

Osaic Holdings increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 26% in Q1 2026, buying an estimated $21.9M and bringing the position to 745,103 shares worth $108M. The position accounts for 0.16% of the portfolio, ranked #131.

Osaic Holdings first reported a position in XMMO in Q1 2020 and has held it in 25 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Osaic Holdings held 745,103 shares of Invesco S&P MidCap Momentum ETF worth $108M as of Q1 2026.
  • Osaic Holdings bought 151,439 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $21.9M.
  • Invesco S&P MidCap Momentum ETF made up 0.16% of Osaic Holdings's portfolio in Q1 2026, its #131 holding.
  • Osaic Holdings first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 25 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.