Parcion Private Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Parcion Private Wealth’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	$684K	Buy	4,020 +60	+2%	+$9.79K	0.04%	214
2026 Q1	$574K	Buy	3,960 +217	+6%	+$31.4K	0.04%	208
2025 Q4	$518K	Sell	3,743 -9	-0.2%	-$1.23K	0.03%	226
2025 Q3	$507K	Buy	3,752 +540	+17%	+$71.1K	0.03%	192
2025 Q2	$413K	Buy	3,212 +380	+13%	+$45.4K	0.03%	189
2025 Q1	$322K	Buy	2,832 +440	+18%	+$54.2K	0.03%	211
2024 Q4	$295K	Buy	+2,392	New	+$303K	0.02%	195

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

Parcion Private Wealth's XMMO Position: Q2 2026 in Review

Parcion Private Wealth increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.5% in Q2 2026, buying an estimated $9.79K and bringing the position to 4,020 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #214.

Parcion Private Wealth first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Parcion Private Wealth held 4,020 shares of Invesco S&P MidCap Momentum ETF worth $684K as of Q2 2026.
Parcion Private Wealth bought 60 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $9.79K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Parcion Private Wealth's portfolio in Q2 2026, its #214 holding.
Parcion Private Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.