Ridgewood Investments’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-120	Closed	-$15.4K	–	710
2025 Q2	$15.4K	Hold	120	–	–	0.01%	471
2025 Q1	$13.7K	Hold	120	–	–	0.01%	455
2024 Q4	$14.8K	Hold	120	–	–	0.01%	450
2024 Q3	$14.4K	Hold	120	–	–	0.01%	456
2024 Q2	$13.7K	Buy	+120	New	+$13.5K	0.01%	475
2023 Q3	–	Sell	-120	Closed	-$9.54K	–	799
2023 Q2	$9.54K	Hold	120	–	–	0.01%	518
2023 Q1	$9.06K	Buy	+120	New	+$9.2K	0.01%	523

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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

Ridgewood Investments's XMMO Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2025, closing a stake of 120 shares — an estimated $15.4K sold.

Ridgewood Investments first reported a position in XMMO in Q1 2023 and held it in 7 quarters. The position peaked at $15.4K in Q2 2025. 355 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

Ridgewood Investments reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 120 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $15.4K.
Ridgewood Investments first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Invesco S&P MidCap Momentum ETF position peaked at $15.4K in Q2 2025.
355 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.