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

Realta Investment 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	–	Sell	-200	Closed	-$27.7K	–	405
2025 Q4	$27.7K	Buy	+200	New	+$27.3K	0.01%	266
2025 Q2	–	Sell	-1,150	Closed	-$131K	–	344
2025 Q1	$131K	Buy	1,150 +55	+5%	+$6.78K	0.06%	193
2024 Q4	$138K	Buy	+1,095	New	+$139K	0.06%	206
2024 Q3	–	Sell	-741	Closed	-$84.5K	–	782
2024 Q2	$84.5K	Hold	741	–	–	0.02%	483
2024 Q1	$85.1K	Buy	+741	New	+$75.1K	0.02%	493
2023 Q4	–	Sell	-935	Closed	-$74.3K	–	809
2023 Q3	$74.3K	Hold	935	–	–	0.02%	494
2023 Q2	$74.3K	Buy	+935	New	+$70.5K	0.02%	521
2023 Q1	–	Sell	-934	Closed	-$70.3K	–	840
2022 Q4	$70.3K	Buy	934 +1	+0.1%	+$77	0.02%	525
2022 Q3	$65K	Buy	+933	New	+$71.4K	0.02%	509
2020 Q1	–	Sell	-1,186	Closed	-$72K	–	1431
2019 Q4	$72K	Hold	1,186	–	–	0.02%	579
2019 Q3	$69K	Sell	1,186 -290	-20%	-$17K	0.02%	589
2019 Q2	$87K	Buy	1,476 +870	+144%	+$50.4K	0.02%	541
2019 Q1	$34K	Buy	+606	New	+$31.9K	0.02%	648

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Realta Investment Advisors's XMMO Position: Q1 2026 in Review

Realta Investment Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 200 shares — an estimated $27.7K sold.

Realta Investment Advisors first reported a position in XMMO in Q1 2019 and held it in 13 quarters. The position peaked at $138K in Q4 2024. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Realta Investment Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Realta Investment Advisors sold 200 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $27.7K.
Realta Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 13 quarters.
Realta Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $138K in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.