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Private Advisor Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Private Advisor Group’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 		$24.7M Buy
170,297
+10,534
+7% +$1.52M 0.12% 185
2025
Q4 		$22.1M Sell
159,763
-19,191
-11% -$2.62M 0.1% 205
2025
Q3 		$24.2M Sell
178,954
-52,305
-23% -$6.88M 0.12% 173
2025
Q2 		$29.7M Buy
231,259
+88,745
+62% +$10.6M 0.16% 131
2025
Q1 		$16.2M Buy
142,514
+11,425
+9% +$1.41M 0.1% 207
2024
Q4 		$16.2M Buy
131,089
+3,633
+3% +$461K 0.09% 206
2024
Q3 		$15.3M Buy
127,456
+27,184
+27% +$3.15M 0.1% 200
2024
Q2 		$11.4M Buy
100,272
+14,506
+17% +$1.64M 0.08% 241
2024
Q1 		$9.85M Sell
85,766
-918
-1% -$93K 0.07% 263
2023
Q4 		$7.79M Buy
86,684
+1,007
+1% +$82.8K 0.06% 309
2023
Q3 		$6.9M Sell
85,677
-394
-0.5% -$32K 0.06% 301
2023
Q2 		$6.84M Buy
86,071
+18,890
+28% +$1.42M 0.06% 304
2023
Q1 		$5.07M Sell
67,181
-26,566
-28% -$2.04M 0.05% 377
2022
Q4 		$7.06K Buy
93,747
+3,759
+4% +$289K ﹤0.01% 998
2022
Q3 		$6.28M Buy
89,988
+4,814
+6% +$368K 0.07% 271
2022
Q2 		$6.06M Buy
85,174
+38,575
+83% +$3.08M 0.05% 348
2022
Q1 		$4.02M Buy
46,599
+2,023
+5% +$173K 0.03% 527
2021
Q4 		$4.05M Sell
44,576
-1,401
-3% -$127K 0.03% 532
2021
Q3 		$3.87M Buy
45,977
+2,994
+7% +$256K 0.02% 618
2021
Q2 		$3.68M Buy
42,983
+12,144
+39% +$1.02M 0.03% 511
2021
Q1 		$2.58M Sell
30,839
-3,250
-10% -$270K 0.02% 608
2020
Q4 		$2.67M Buy
34,089
+8,136
+31% +$589K 0.03% 557
2020
Q3 		$1.72M Buy
25,953
+1,618
+7% +$104K 0.02% 607
2020
Q2 		$1.44M Buy
+24,335
New +$1.35M 0.02% 631

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return

Private Advisor Group's XMMO Position: Q1 2026 in Review

Private Advisor Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.6% in Q1 2026, buying an estimated $1.52M and bringing the position to 170,297 shares worth $24.7M. The position accounts for 0.12% of the portfolio, ranked #185.

Private Advisor Group first reported a position in XMMO in Q2 2020 and has held it in 24 quarters since. The position peaked at $29.7M in Q2 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Private Advisor Group held 170,297 shares of Invesco S&P MidCap Momentum ETF worth $24.7M as of Q1 2026.
  • Private Advisor Group bought 10,534 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $1.52M.
  • Invesco S&P MidCap Momentum ETF made up 0.12% of Private Advisor Group's portfolio in Q1 2026, its #185 holding.
  • Private Advisor Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's Invesco S&P MidCap Momentum ETF position peaked at $29.7M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.