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Richardson Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Richardson Financial Services’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 		$28.4K Sell
167
-1
-0.6% -$163 0.02% 385
2026
Q1 		$24.4K Buy
+168
New +$24.3K 0.02% 395
2025
Q1 		– Sell
-563
Closed -$69.7K – 644
2024
Q4 		$69.7K Buy
+563
New +$71.4K 0.05% 224
2024
Q2 		– Sell
-171
Closed -$19.6K – 630
2024
Q1 		$19.6K Buy
+171
New +$17.3K 0.01% 349

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

Richardson Financial Services's XMMO Position: Q2 2026 in Review

Richardson Financial Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.6% in Q2 2026, selling an estimated $163 and leaving 167 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #385.

Richardson Financial Services first reported a position in XMMO in Q1 2024 and has held it in 4 quarters since. The position peaked at $69.7K in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Richardson Financial Services held 167 shares of Invesco S&P MidCap Momentum ETF worth $28.4K as of Q2 2026.
  • Richardson Financial Services sold 1 Invesco S&P MidCap Momentum ETF share in Q2 2026, an estimated $163.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #385 holding.
  • Richardson Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 4 quarters since.
  • Richardson Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $69.7K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.