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

Regal 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
Q2 		$339K Sell
1,992
-12
-0.6% -$1.96K 0.02% 537
2026
Q1 		$291K Buy
+2,004
New +$290K 0.02% 535
2025
Q4 		– Sell
-4,917
Closed -$665K – 608
2025
Q3 		$665K Buy
+4,917
New +$647K 0.04% 329

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

Regal Investment Advisors's XMMO Position: Q2 2026 in Review

Regal Investment Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.6% in Q2 2026, selling an estimated $1.96K and leaving 1,992 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #537.

Regal Investment Advisors first reported a position in XMMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $665K in Q3 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Regal Investment Advisors held 1,992 shares of Invesco S&P MidCap Momentum ETF worth $339K as of Q2 2026.
  • Regal Investment Advisors sold 12 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.96K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #537 holding.
  • Regal Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Regal Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $665K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.