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Patriot Financial Group Insurance Agency’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,894
Closed -$275K – 702
2026
Q1 		$275K Buy
+1,894
New +$274K 0.02% 589
2025
Q1 		– Sell
-5,597
Closed -$691K – 537
2024
Q4 		$691K Buy
+5,597
New +$710K 0.09% 230
2022
Q3 		– Sell
-35
Closed -$3K – 1976
2022
Q2 		$3K Hold
35
– – ﹤0.01% 1695
2022
Q1 		$3K Hold
35
– – ﹤0.01% 1810
2021
Q4 		$3K Hold
35
– – ﹤0.01% 1895
2021
Q3 		$3K Hold
35
– – ﹤0.01% 1889
2021
Q2 		$3K Hold
35
– – ﹤0.01% 1824
2021
Q1 		$3K Buy
+35
New +$2.91K ﹤0.01% 1727

Other funds holding XMMO

Envestnet Asset Management
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XMMO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 1,894 shares — an estimated $275K sold.

Patriot Financial Group Insurance Agency first reported a position in XMMO in Q1 2021 and held it in 8 quarters. The position peaked at $691K in Q4 2024. 270 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,894 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $275K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Invesco S&P MidCap Momentum ETF position peaked at $691K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.