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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
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 $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

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

Regal Investment Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026: 2,004 shares worth $291K. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in XMMO as recently as Q3 2025.

Regal Investment Advisors first reported a position in XMMO in Q3 2025 and has held it in 2 quarters since. The position peaked at $665K in Q3 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Regal Investment Advisors held 2,004 shares of Invesco S&P MidCap Momentum ETF worth $291K as of Q1 2026.
  • Invesco S&P MidCap Momentum ETF was a new Regal Investment Advisors position in Q1 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #535 holding.
  • Regal Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 2 quarters since.
  • Regal Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $665K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.