PG
XMMO icon

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

Patten 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
Q2 		$1.21M Buy
7,098
+149
+2% +$24.3K 0.19% 134
2026
Q1 		$1.01M Buy
6,949
+176
+3% +$25.5K 0.18% 142
2025
Q4 		$938K Buy
6,773
+458
+7% +$62.6K 0.17% 145
2025
Q3 		$854K Sell
6,315
-103
-2% -$13.6K 0.17% 144
2025
Q2 		$826K Sell
6,418
-276
-4% -$33K 0.17% 148
2025
Q1 		$762K Buy
6,694
+28
+0.4% +$3.45K 0.17% 153
2024
Q4 		$823K Buy
6,666
+287
+4% +$36.4K 0.18% 143
2024
Q3 		$768K Buy
6,379
+1,808
+40% +$210K 0.17% 146
2024
Q2 		$521K Sell
4,571
-9
-0.2% -$1.02K 0.12% 164
2024
Q1 		$526K Sell
4,580
-40
-0.9% -$4.05K 0.13% 160
2023
Q4 		$415K Buy
4,620
+780
+20% +$64.1K 0.11% 171
2023
Q3 		$309K Buy
3,840
+48
+1% +$3.9K 0.09% 191
2023
Q2 		$302K Sell
3,792
-292
-7% -$22K 0.04% 199
2023
Q1 		$308K Buy
4,084
+9
+0.2% +$690 0.09% 199
2022
Q4 		$307K Buy
4,075
+91
+2% +$6.99K 0.1% 200
2022
Q3 		$289K Buy
3,984
+66
+2% +$5.05K 0.1% 202
2022
Q2 		$285K Buy
3,918
+104
+3% +$8.31K 0.09% 201
2022
Q1 		$329K Buy
3,814
+204
+6% +$17.4K 0.09% 199
2021
Q4 		$328K Buy
3,610
+353
+11% +$32K 0.09% 205
2021
Q3 		$274K Buy
3,257
+57
+2% +$4.88K 0.08% 216
2021
Q2 		$274K Buy
3,200
+340
+12% +$28.5K 0.08% 223
2021
Q1 		$240K Buy
+2,860
New +$238K 0.08% 223
2020
Q1 		– Sell
-3,549
Closed -$217K – 217
2019
Q4 		$217K Sell
3,549
-35
-1% -$2.08K 0.08% 198
2019
Q3 		$209K Sell
3,584
-115
-3% -$6.76K 0.08% 194
2019
Q2 		$218K Buy
+3,699
New +$214K 0.09% 193
2019
Q1 		– Sell
-2,110
Closed -$95K – 552
2018
Q4 		$95K Hold
2,110
– – 0.05% 221
2018
Q3 		$115K Buy
2,110
+320
+18% +$16.8K 0.04% 237
2018
Q2 		$88K Buy
+1,790
New +$85.7K 0.04% 262

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

Patten Group's XMMO Position: Q2 2026 in Review

Patten Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.1% in Q2 2026, buying an estimated $24.3K and bringing the position to 7,098 shares worth $1.21M. The position accounts for 0.19% of the portfolio, ranked #134.

Patten Group first reported a position in XMMO in Q2 2018 and has held it in 28 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Patten Group held 7,098 shares of Invesco S&P MidCap Momentum ETF worth $1.21M as of Q2 2026.
  • Patten Group bought 149 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $24.3K.
  • Invesco S&P MidCap Momentum ETF made up 0.19% of Patten Group's portfolio in Q2 2026, its #134 holding.
  • Patten Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 28 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.