Park Square Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Park Square Financial Group’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	–	Sell	-260	Closed	-$32.1K	–	335
2025 Q4	$32.1K	Buy	+260	New	+$35.5K	0.19%	54
2025 Q1	–	Sell	-649	Closed	-$80.2K	–	1051
2024 Q4	$80.2K	Buy	+649	New	+$82.3K	0.06%	211

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Park Square Financial Group's XMMO Position: Q1 2026 in Review

Park Square Financial Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 260 shares — an estimated $32.1K sold.

Park Square Financial Group first reported a position in XMMO in Q4 2024 and held it in 2 quarters. The position peaked at $80.2K in Q4 2024. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Park Square Financial Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 260 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $32.1K.
Park Square Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 2 quarters.
Park Square Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $80.2K in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.