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Pinnacle Bancorp’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pinnacle Bancorp’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 		$3.77K Hold
26
– – ﹤0.01% 830
2025
Q4 		$3.6K Sell
26
-43
-62% -$5.88K ﹤0.01% 816
2025
Q3 		$9.33K Hold
69
– – ﹤0.01% 743
2025
Q2 		$8.88K Hold
69
– – ﹤0.01% 734
2025
Q1 		$7.85K Hold
69
– – ﹤0.01% 722
2024
Q4 		$8.52K Hold
69
– – ﹤0.01% 719
2024
Q3 		$8.3K Hold
69
– – ﹤0.01% 715
2024
Q2 		$7.87K Hold
69
– – ﹤0.01% 693
2024
Q1 		$7.92K Buy
69
+16
+30% +$1.62K ﹤0.01% 688
2023
Q4 		$4.76K Hold
53
– – ﹤0.01% 718
2023
Q3 		$4.12K Buy
+53
New +$4.31K ﹤0.01% 712

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
VIA
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return