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Prospera Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Prospera Financial Services’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 		$4.85M Sell
28,483
-4,199
-13% -$685K 0.07% 293
2026
Q1 		$4.74M Buy
32,682
+1,273
+4% +$184K 0.08% 271
2025
Q4 		$4.35M Sell
31,409
-667
-2% -$91.2K 0.07% 272
2025
Q3 		$4.34M Buy
32,076
+3,112
+11% +$410K 0.07% 280
2025
Q2 		$3.73M Buy
28,964
+2,896
+11% +$346K 0.07% 298
2025
Q1 		$2.97M Buy
26,068
+16,121
+162% +$1.99M 0.07% 296
2024
Q4 		$1.23M Buy
9,947
+2,613
+36% +$332K 0.03% 489
2024
Q3 		$882K Buy
7,334
+1,659
+29% +$192K 0.02% 535
2024
Q2 		$647K Buy
5,675
+218
+4% +$24.6K 0.02% 619
2024
Q1 		$627K Sell
5,457
-776
-12% -$78.6K 0.02% 626
2023
Q4 		$560K Buy
6,233
+332
+6% +$27.3K 0.02% 623
2023
Q3 		$475K Sell
5,901
-69
-1% -$5.61K 0.02% 630
2023
Q2 		$475K Sell
5,970
-1,086
-15% -$81.9K 0.02% 635
2023
Q1 		$533K Buy
7,056
+155
+2% +$11.9K 0.02% 591
2022
Q4 		$520K Buy
6,901
+116
+2% +$8.91K 0.03% 527
2022
Q3 		$473K Buy
6,785
+473
+7% +$36.2K 0.02% 536
2022
Q2 		$449K Sell
6,312
-1,211
-16% -$96.7K 0.02% 547
2022
Q1 		$649K Buy
7,523
+185
+3% +$15.8K 0.03% 529
2021
Q4 		$667K Sell
7,338
-223
-3% -$20.2K 0.03% 493
2021
Q3 		$636K Buy
7,561
+47
+0.6% +$4.03K 0.03% 469
2021
Q2 		$644K Sell
7,514
-54
-0.7% -$4.53K 0.03% 466
2021
Q1 		$634K Buy
+7,568
New +$629K 0.04% 434
2020
Q4 		– Sell
-1,269
Closed -$84K – 1600
2020
Q3 		$84K Buy
+1,269
New +$81.3K 0.03% 459

Other funds holding XMMO

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Prospera Financial Services's XMMO Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q2 2026, selling an estimated $685K and leaving 28,483 shares worth $4.85M. The position accounts for 0.07% of the portfolio, ranked #293.

Prospera Financial Services first reported a position in XMMO in Q3 2020 and has held it in 23 quarters since. 76 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Prospera Financial Services held 28,483 shares of Invesco S&P MidCap Momentum ETF worth $4.85M as of Q2 2026.
  • Prospera Financial Services sold 4,199 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $685K.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #293 holding.
  • Prospera Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and has held it in 23 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.