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

Peak Planning 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 		$18.6M Buy
109,569
+8,585
+9% +$1.4M 4.21% 6
2026
Q1 		$14.6M Buy
100,984
+11,321
+13% +$1.64M 4.06% 6
2025
Q4 		$12.4M Buy
+89,663
New +$12.3M 3.48% 8

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

Peak Planning Group's XMMO Position: Q2 2026 in Review

Peak Planning Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8.5% in Q2 2026, buying an estimated $1.4M and bringing the position to 109,569 shares worth $18.6M. The position accounts for 4.21% of the portfolio, ranked #6.

Peak Planning Group first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Peak Planning Group held 109,569 shares of Invesco S&P MidCap Momentum ETF worth $18.6M as of Q2 2026.
  • Peak Planning Group bought 8,585 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.4M.
  • Invesco S&P MidCap Momentum ETF made up 4.21% of Peak Planning Group's portfolio in Q2 2026, its #6 holding.
  • Peak Planning Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.