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PCG Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

PCG Wealth Advisors’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 		$3.44M Buy
20,202
+34
+0.2% +$5.54K 0.77% 40
2026
Q1 		$2.92M Buy
20,168
+160
+0.8% +$23.1K 0.74% 43
2025
Q4 		$2.77M Sell
20,008
-2,740
-12% -$375K 0.78% 47
2025
Q3 		$3.08M Buy
+22,748
New +$2.99M 0.9% 39
2025
Q2 		– Sell
-21,549
Closed -$2.45M – 138
2025
Q1 		$2.45M Buy
21,549
+10,344
+92% +$1.27M 0.86% 40
2024
Q4 		$1.38M Buy
11,205
+14
+0.1% +$1.78K 0.51% 59
2024
Q3 		$1.35M Buy
11,191
+46
+0.4% +$5.33K 0.52% 57
2024
Q2 		$1.27M Sell
11,145
-111
-1% -$12.5K 0.55% 51
2024
Q1 		$1.29M Sell
11,256
-225
-2% -$22.8K 0.61% 47
2023
Q4 		$1.03M Sell
11,481
-254
-2% -$20.9K 0.58% 44
2023
Q3 		$945K Sell
11,735
-719
-6% -$58.4K 0.62% 41
2023
Q2 		$990K Sell
12,454
-422
-3% -$31.8K 0.62% 41
2023
Q1 		$972K Buy
12,876
+903
+8% +$69.2K 0.61% 41
2022
Q4 		$902K Sell
11,973
-4,539
-27% -$349K 0.57% 41
2022
Q3 		$1.15M Buy
16,512
+7,573
+85% +$580K 0.41% 49
2022
Q2 		$636K Buy
+8,939
New +$714K 0.45% 44

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

PCG Wealth Advisors's XMMO Position: Q2 2026 in Review

PCG Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.17% in Q2 2026, buying an estimated $5.54K and bringing the position to 20,202 shares worth $3.44M. The position accounts for 0.77% of the portfolio, ranked #40.

PCG Wealth Advisors first reported a position in XMMO in Q2 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • PCG Wealth Advisors held 20,202 shares of Invesco S&P MidCap Momentum ETF worth $3.44M as of Q2 2026.
  • PCG Wealth Advisors bought 34 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $5.54K.
  • Invesco S&P MidCap Momentum ETF made up 0.77% of PCG Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • PCG Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2022 and has held it in 16 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.