P
XMMO icon

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

&Partners’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 		$2.77M Buy
16,308
+9,578
+142% +$1.56M 0.01% 842
2026
Q1 		$976K Buy
6,730
+3,229
+92% +$467K ﹤0.01% 1321
2025
Q4 		$485K Buy
3,501
+70
+2% +$9.57K ﹤0.01% 1627
2025
Q3 		$464K Buy
3,431
+29
+0.9% +$3.82K ﹤0.01% 1496
2025
Q2 		$438K Sell
3,402
-542
-14% -$64.8K ﹤0.01% 1415
2025
Q1 		$446K Buy
3,944
+643
+19% +$79.2K ﹤0.01% 1195
2024
Q4 		$416K Buy
3,301
+469
+17% +$59.5K 0.01% 1159
2024
Q3 		$341K Buy
+2,832
New +$328K 0.01% 1044

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

&Partners's XMMO Position: Q2 2026 in Review

&Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 142% in Q2 2026, buying an estimated $1.56M and bringing the position to 16,308 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #842.

&Partners first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • &Partners held 16,308 shares of Invesco S&P MidCap Momentum ETF worth $2.77M as of Q2 2026.
  • &Partners bought 9,578 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.56M.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #842 holding.
  • &Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.