Principle Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Principle Wealth Partners’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	$10.3M	Buy	60,388 +16,268	+37%	+$2.65M	0.51%	42
2026 Q1	$6.4M	Buy	44,120 +5,344	+14%	+$773K	0.37%	56
2025 Q4	$5.37M	Buy	38,776 +24,507	+172%	+$3.35M	0.3%	64
2025 Q3	$1.93M	Buy	14,269 +12,530	+721%	+$1.65M	0.11%	118
2025 Q2	$224K	Buy	+1,739	New	+$208K	0.01%	341

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

Principle Wealth Partners's XMMO Position: Q2 2026 in Review

Principle Wealth Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 37% in Q2 2026, buying an estimated $2.65M and bringing the position to 60,388 shares worth $10.3M. The position accounts for 0.51% of the portfolio, ranked #42.

Principle Wealth Partners first reported a position in XMMO in Q2 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Principle Wealth Partners held 60,388 shares of Invesco S&P MidCap Momentum ETF worth $10.3M as of Q2 2026.
Principle Wealth Partners bought 16,268 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $2.65M.
Invesco S&P MidCap Momentum ETF made up 0.51% of Principle Wealth Partners's portfolio in Q2 2026, its #42 holding.
Principle Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.