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ProVise Management Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

ProVise Management 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
Q2 		$10.5M Buy
61,437
+1,097
+2% +$179K 0.7% 43
2026
Q1 		$8.75M Buy
60,340
+1,470
+2% +$213K 0.63% 48
2025
Q4 		$8.15M Buy
58,870
+2,683
+5% +$367K 0.58% 50
2025
Q3 		$7.6M Buy
56,187
+3,836
+7% +$505K 0.56% 49
2025
Q2 		$6.73M Sell
52,351
-470
-0.9% -$56.2K 0.53% 51
2025
Q1 		$6.01M Buy
52,821
+2,510
+5% +$309K 0.51% 56
2024
Q4 		$6.21M Buy
50,311
+551
+1% +$69.9K 0.53% 54
2024
Q3 		$5.99M Buy
49,760
+1,898
+4% +$220K 0.47% 61
2024
Q2 		$5.46M Buy
47,862
+731
+2% +$82.5K 0.46% 61
2024
Q1 		$5.41M Buy
47,131
+1,931
+4% +$196K 0.47% 66
2023
Q4 		$4.06M Buy
45,200
+310
+0.7% +$25.5K 0.34% 82
2023
Q3 		$3.61M Buy
44,890
+1,863
+4% +$151K 0.34% 88
2023
Q2 		$3.42M Buy
43,027
+1,120
+3% +$84.4K 0.31% 88
2023
Q1 		$3.16M Buy
41,907
+6,255
+18% +$479K 0.3% 87
2022
Q4 		$2.68M Buy
35,652
+8,657
+32% +$665K 0.27% 95
2022
Q3 		$1.88M Buy
26,995
+3,700
+16% +$283K 0.21% 113
2022
Q2 		$1.66M Buy
23,295
+9,354
+67% +$747K 0.18% 126
2022
Q1 		$1.2M Buy
13,941
+2,535
+22% +$216K 0.11% 158
2021
Q4 		$1.04M Buy
11,406
+2,883
+34% +$261K 0.09% 184
2021
Q3 		$717K Buy
8,523
+2,756
+48% +$236K 0.07% 205
2021
Q2 		$494K Buy
+5,767
New +$484K 0.05% 233

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

ProVise Management Group's XMMO Position: Q2 2026 in Review

ProVise Management Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.8% in Q2 2026, buying an estimated $179K and bringing the position to 61,437 shares worth $10.5M. The position accounts for 0.7% of the portfolio, ranked #43.

ProVise Management Group first reported a position in XMMO in Q2 2021 and has held it in 21 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • ProVise Management Group held 61,437 shares of Invesco S&P MidCap Momentum ETF worth $10.5M as of Q2 2026.
  • ProVise Management Group bought 1,097 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $179K.
  • Invesco S&P MidCap Momentum ETF made up 0.7% of ProVise Management Group's portfolio in Q2 2026, its #43 holding.
  • ProVise Management Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2021 and has held it in 21 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.