Pine Harbor Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pine Harbor Wealth 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	$656K	Hold	3,854	–	–	0.18%	47
2026 Q1	$559K	Hold	3,854	–	–	0.17%	50
2025 Q4	$534K	Hold	3,854	–	–	0.16%	51
2025 Q3	$521K	Hold	3,854	–	–	0.17%	53
2025 Q2	$496K	Hold	3,854	–	–	0.17%	53
2025 Q1	$438K	Hold	3,854	–	–	0.18%	53
2024 Q4	$476K	Hold	3,854	–	–	0.19%	52
2024 Q3	$464K	Hold	3,854	–	–	0.23%	56
2024 Q2	$439K	Hold	3,854	–	–	0.26%	57
2024 Q1	$443K	Hold	3,854	–	–	0.28%	58
2023 Q4	$346K	Buy	+3,854	New	+$317K	0.26%	63

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

Pine Harbor Wealth Management's XMMO Position: Q2 2026 in Review

Pine Harbor Wealth Management held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 3,854 shares worth $656K. The position accounts for 0.18% of the portfolio, ranked #47.

Pine Harbor Wealth Management first reported a position in XMMO in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Pine Harbor Wealth Management held 3,854 shares of Invesco S&P MidCap Momentum ETF worth $656K as of Q2 2026.
Pine Harbor Wealth Management left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.18% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #47 holding.
Pine Harbor Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.