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PSI Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

PSI Advisors’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 		$3.4M Buy
23,416
+2,774
+13% +$401K 0.81% 25
2025
Q4 		$2.86M Sell
20,642
-359
-2% -$49.1K 0.72% 29
2025
Q3 		$2.84M Buy
+21,001
New +$2.76M 0.73% 28
2025
Q2 		– Sell
-19,796
Closed -$2.25M – 717
2025
Q1 		$2.25M Buy
19,796
+1,753
+10% +$216K 0.73% 25
2024
Q4 		$2.23M Buy
18,043
+1,185
+7% +$150K 0.66% 31
2024
Q3 		$2.03M Buy
16,858
+3,169
+23% +$368K 0.59% 34
2024
Q2 		$1.56M Buy
13,689
+2,175
+19% +$246K 0.49% 38
2024
Q1 		$1.32M Buy
11,514
+308
+3% +$31.2K 0.48% 40
2023
Q4 		$1.01M Sell
11,206
-55
-0.5% -$4.52K 0.38% 51
2023
Q3 		$907K Sell
11,261
-39
-0.3% -$3.17K 0.39% 45
2023
Q2 		$899K Buy
11,300
+76
+0.7% +$5.73K 0.39% 50
2023
Q1 		$847K Buy
11,224
+52
+0.5% +$3.98K 0.41% 48
2022
Q4 		$841K Buy
11,172
+350
+3% +$26.9K 0.45% 44
2022
Q3 		$755K Sell
10,822
-230
-2% -$17.6K 0.4% 51
2022
Q2 		$786K Sell
11,052
-460
-4% -$36.7K 0.39% 56
2022
Q1 		$994K Sell
11,512
-587
-5% -$50.1K 0.41% 50
2021
Q4 		$1.1M Sell
12,099
-167
-1% -$15.1K 0.45% 44
2021
Q3 		$1.03M Sell
12,266
-815
-6% -$69.8K 0.47% 40
2021
Q2 		$1.12M Sell
13,081
-592
-4% -$49.7K 0.59% 39
2021
Q1 		$1.15M Sell
13,673
-157
-1% -$13K 0.67% 34
2020
Q4 		$1.08M Sell
13,830
-1,394
-9% -$101K 0.75% 27
2020
Q3 		$1.01M Sell
15,224
-202
-1% -$12.9K 0.77% 30
2020
Q2 		$914K Sell
15,426
-8,287
-35% -$461K 0.74% 32
2020
Q1 		$1.16M Sell
23,713
-5,810
-20% -$339K 1.07% 22
2019
Q4 		$1.8M Buy
+29,523
New +$1.75M 1.16% 18

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

PSI Advisors's XMMO Position: Q1 2026 in Review

PSI Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q1 2026, buying an estimated $401K and bringing the position to 23,416 shares worth $3.4M. The position accounts for 0.81% of the portfolio, ranked #25.

PSI Advisors first reported a position in XMMO in Q4 2019 and has held it in 25 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • PSI Advisors held 23,416 shares of Invesco S&P MidCap Momentum ETF worth $3.4M as of Q1 2026.
  • PSI Advisors bought 2,774 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $401K.
  • Invesco S&P MidCap Momentum ETF made up 0.81% of PSI Advisors's portfolio in Q1 2026, its #25 holding.
  • PSI Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 25 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.