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

Perspective 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	$4.63M	Buy	27,188 +3,728	+16%	+$608K	2.54%	11
2026 Q1	$3.4M	Buy	23,460 +3,144	+15%	+$455K	2.21%	14
2025 Q4	$2.81M	Buy	+20,316	New	+$2.78M	2%	15

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Perspective Wealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 16% in Q2 2026, buying an estimated $608K and bringing the position to 27,188 shares worth $4.63M. The position accounts for 2.54% of the portfolio, ranked #11.

Perspective Wealth Advisors 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.

Perspective Wealth Advisors held 27,188 shares of Invesco S&P MidCap Momentum ETF worth $4.63M as of Q2 2026.
Perspective Wealth Advisors bought 3,728 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $608K.
Invesco S&P MidCap Momentum ETF made up 2.54% of Perspective Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Perspective Wealth Advisors 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 Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.