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Roble Belko & Company’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Roble Belko & Company’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 		– Sell
-8
Closed -$1K – 523
2025
Q4 		$1K Buy
+8
New +$1.09K ﹤0.01% 449

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 $1.66T 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 $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Roble Belko & Company's XMMO Position: Q1 2026 in Review

Roble Belko & Company sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 8 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in XMMO in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Roble Belko & Company reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Roble Belko & Company sold 8 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $1K.
  • Roble Belko & Company first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Roble Belko & Company's Invesco S&P MidCap Momentum ETF position peaked at $1K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.