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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Securities's XMMO Position: Q1 2026 in Review

Principal Securities increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 83% in Q1 2026, buying an estimated $8.4M and bringing the position to 127,717 shares worth $18.5M. The position accounts for 0.27% of the portfolio, ranked #65.

Principal Securities first reported a position in XMMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.7M in Q1 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Principal Securities held 127,717 shares of Invesco S&P MidCap Momentum ETF worth $18.5M as of Q1 2026.
Principal Securities bought 58,090 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $8.4M.
Invesco S&P MidCap Momentum ETF made up 0.27% of Principal Securities's portfolio in Q1 2026, its #65 holding.
Principal Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Invesco S&P MidCap Momentum ETF position peaked at $30.7M in Q1 2025.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.