Raymond James Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Raymond James Financial’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	$163M	Buy	1,120,959 +283,914	+34%	+$41.1M	0.05%	344
2025 Q4	$116M	Buy	837,045 +103,839	+14%	+$14.2M	0.04%	444
2025 Q3	$99.2M	Buy	733,206 +65,436	+10%	+$8.61M	0.03%	509
2025 Q2	$85.9M	Buy	667,770 +31,948	+5%	+$3.82M	0.03%	532
2025 Q1	$72.3M	Buy	635,822 +98,438	+18%	+$12.1M	0.03%	548
2024 Q4	$66.4M	Buy	+537,384	New	+$68.2M	0.02%	581

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's XMMO Position: Q1 2026 in Review

Raymond James Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 34% in Q1 2026, buying an estimated $41.1M and bringing the position to 1,120,959 shares worth $163M. The position accounts for 0.05% of the portfolio, ranked #344.

Raymond James Financial first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Raymond James Financial held 1,120,959 shares of Invesco S&P MidCap Momentum ETF worth $163M as of Q1 2026.
Raymond James Financial bought 283,914 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $41.1M.
Invesco S&P MidCap Momentum ETF made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #344 holding.
Raymond James Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.