Richards, Merrill & Peterson’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Richards, Merrill & Peterson’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	$185K	Hold	1,089	–	–	0.06%	194
2026 Q1	$158K	Hold	1,089	–	–	0.06%	194
2025 Q4	$151K	Hold	1,089	–	–	0.06%	181
2025 Q3	$147K	Hold	1,089	–	–	0.06%	170
2025 Q2	$140K	Hold	1,089	–	–	0.07%	161
2025 Q1	$124K	Hold	1,089	–	–	0.06%	174
2024 Q4	$135K	Buy	+1,089	New	+$138K	0.07%	167

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.96% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Richards, Merrill & Peterson's XMMO Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 1,089 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #194.

Richards, Merrill & Peterson first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Richards, Merrill & Peterson held 1,089 shares of Invesco S&P MidCap Momentum ETF worth $185K as of Q2 2026.
Richards, Merrill & Peterson left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.06% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #194 holding.
Richards, Merrill & Peterson first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.