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

PFG 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 Q1	$1.5M	Buy	10,361 +1,221	+13%	+$177K	0.07%	292
2025 Q4	$1.27M	Buy	9,140 +888	+11%	+$121K	0.06%	321
2025 Q3	$1.12M	Buy	8,252 +1,777	+27%	+$234K	0.05%	379
2025 Q2	$833K	Sell	6,475 -931	-13%	-$111K	0.04%	330
2025 Q1	$843K	Buy	7,406 +145	+2%	+$17.9K	0.05%	362
2024 Q4	$897K	Buy	7,261 +2,232	+44%	+$283K	0.05%	337
2024 Q3	$605K	Buy	5,029 +262	+5%	+$30.4K	0.04%	401
2024 Q2	$543K	Buy	4,767 +272	+6%	+$30.7K	0.04%	404
2024 Q1	$516K	Buy	4,495 +114	+3%	+$11.6K	0.04%	384
2023 Q4	$393K	Sell	4,381 -673	-13%	-$55.3K	0.03%	414
2023 Q3	$407K	Buy	5,054 +147	+3%	+$11.9K	0.04%	386
2023 Q2	$390K	Sell	4,907 -1,738	-26%	-$131K	0.03%	449
2023 Q1	$502K	Buy	6,645 +71	+1%	+$5.44K	0.04%	380
2022 Q4	$495K	Sell	6,574 -1,131	-15%	-$86.9K	0.05%	357
2022 Q3	$538K	Sell	7,705 -416	-5%	-$31.8K	0.06%	309
2022 Q2	$578K	Buy	8,121 +880	+12%	+$70.3K	0.07%	237
2022 Q1	$625K	Buy	7,241 +319	+5%	+$27.2K	0.06%	246
2021 Q4	$629K	Buy	6,922 +1,055	+18%	+$95.5K	0.06%	319
2021 Q3	$494K	Buy	5,867 +833	+17%	+$71.3K	0.05%	333
2021 Q2	$431K	Buy	5,034 +886	+21%	+$74.4K	0.05%	343
2021 Q1	$348K	Buy	4,148 +443	+12%	+$36.8K	0.05%	349
2020 Q4	$290K	Buy	+3,705	New	+$268K	0.05%	304

Other funds holding XMMO

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return