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Pine Valley Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pine Valley Investments’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 		$581K Buy
3,416
+1,052
+45% +$172K 0.02% 377
2026
Q1 		$343K Buy
2,364
+573
+32% +$82.9K 0.02% 442
2025
Q4 		$248K Buy
+1,791
New +$245K 0.01% 487

Other funds holding XMMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Pine Valley Investments's XMMO Position: Q2 2026 in Review

Pine Valley Investments increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 45% in Q2 2026, buying an estimated $172K and bringing the position to 3,416 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #377.

Pine Valley Investments first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Pine Valley Investments held 3,416 shares of Invesco S&P MidCap Momentum ETF worth $581K as of Q2 2026.
  • Pine Valley Investments bought 1,052 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $172K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #377 holding.
  • Pine Valley Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.