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Per Stirling Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Per Stirling Capital Management’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 		$4.97M Buy
+29,215
New +$4.77M 0.47% 61
2025
Q1 		– Sell
-1,660
Closed -$205K – 277
2024
Q4 		$205K Buy
+1,660
New +$211K 0.03% 253

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

Per Stirling Capital Management's XMMO Position: Q2 2026 in Review

Per Stirling Capital Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 29,215 shares worth $4.97M. The stake represents 0.47% of the portfolio and ranks #61 among its holdings. This is a return to the name: Per Stirling Capital Management previously reported a position in XMMO as recently as Q4 2024.

Per Stirling Capital Management first reported a position in XMMO in Q4 2024 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Per Stirling Capital Management held 29,215 shares of Invesco S&P MidCap Momentum ETF worth $4.97M as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Per Stirling Capital Management position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.47% of Per Stirling Capital Management's portfolio in Q2 2026, its #61 holding.
  • Per Stirling Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.