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Pacific Sun Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pacific Sun Financial’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 		$870K Sell
5,113
-50
-1% -$8.15K 0.36% 84
2026
Q1 		$749K Buy
5,163
+80
+2% +$11.6K 0.36% 82
2025
Q4 		$704K Buy
+5,083
New +$695K 0.34% 83

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Sun Financial's XMMO Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.97% in Q2 2026, selling an estimated $8.15K and leaving 5,113 shares worth $870K. The position accounts for 0.36% of the portfolio, ranked #84.

Pacific Sun Financial first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Pacific Sun Financial held 5,113 shares of Invesco S&P MidCap Momentum ETF worth $870K as of Q2 2026.
  • Pacific Sun Financial sold 50 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $8.15K.
  • Invesco S&P MidCap Momentum ETF made up 0.36% of Pacific Sun Financial's portfolio in Q2 2026, its #84 holding.
  • Pacific Sun Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.