PS
XMMO icon

Principal Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Principal Securities’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 		$23.2M Buy
136,140
+8,423
+7% +$1.37M 0.28% 64
2026
Q1 		$18.5M Buy
127,717
+58,090
+83% +$8.4M 0.27% 65
2025
Q4 		$9.64M Buy
69,627
+6,279
+10% +$859K 0.15% 131
2025
Q3 		$8.57M Buy
63,348
+28,788
+83% +$3.79M 0.14% 137
2025
Q2 		$4.45M Sell
34,560
-214,292
-86% -$25.6M 0.08% 237
2025
Q1 		$30.7M Hold
248,852
– – 0.69% 27
2024
Q4 		$30.7M Buy
248,852
+224,413
+918% +$28.5M 0.69% 27
2024
Q3 		$2.94M Sell
24,439
-958
-4% -$111K 0.07% 253
2024
Q2 		$2.89M Sell
25,397
-52,090
-67% -$5.88M 0.08% 234
2024
Q1 		$8.9M Buy
77,487
+52,677
+212% +$5.34M 0.28% 73
2023
Q4 		$2.23M Buy
+24,810
New +$2.04M 0.08% 231

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities's XMMO Position: Q2 2026 in Review

Principal Securities increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.6% in Q2 2026, buying an estimated $1.37M and bringing the position to 136,140 shares worth $23.2M. The position accounts for 0.28% of the portfolio, ranked #64.

Principal Securities first reported a position in XMMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.7M in Q1 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Principal Securities held 136,140 shares of Invesco S&P MidCap Momentum ETF worth $23.2M as of Q2 2026.
  • Principal Securities bought 8,423 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.37M.
  • Invesco S&P MidCap Momentum ETF made up 0.28% of Principal Securities's portfolio in Q2 2026, its #64 holding.
  • Principal Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Invesco S&P MidCap Momentum ETF position peaked at $30.7M in Q1 2025.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.