Rockefeller Capital Management
XMMO icon

Rockefeller Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Rockefeller Capital Management’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 		$1.84M Buy
12,688
+6,659
+110% +$963K ﹤0.01% 1342
2025
Q4 		$835K Sell
6,029
-138
-2% -$18.9K ﹤0.01% 1635
2025
Q3 		$834K Buy
+6,167
New +$812K ﹤0.01% 1505
2023
Q3 		– Sell
-4,850
Closed -$386K – 1838
2023
Q2 		$386K Sell
4,850
-643
-12% -$48.5K ﹤0.01% 1438
2023
Q1 		$414K Sell
5,493
-710
-11% -$54.4K ﹤0.01% 1427
2022
Q4 		$467K Sell
6,203
-216
-3% -$16.6K ﹤0.01% 1315
2022
Q3 		$447K Sell
6,419
-1,187
-16% -$90.8K ﹤0.01% 1315
2022
Q2 		$541K Sell
7,606
-1,389
-15% -$111K ﹤0.01% 1231
2022
Q1 		$776K Buy
8,995
+4,495
+100% +$383K ﹤0.01% 1153
2021
Q4 		$409K Hold
4,500
– – ﹤0.01% 1386
2021
Q3 		$378K Hold
4,500
– – ﹤0.01% 1360
2021
Q2 		$385K Buy
4,500
+3,000
+200% +$252K ﹤0.01% 1297
2021
Q1 		$125K Sell
1,500
-500
-25% -$41.5K ﹤0.01% 1514
2020
Q4 		$156K Hold
2,000
– – ﹤0.01% 1274
2020
Q3 		$132K Sell
2,000
-1,000
-33% -$64.1K ﹤0.01% 1172
2020
Q2 		$178K Sell
3,000
-47
-2% -$2.62K ﹤0.01% 988
2020
Q1 		$150K Buy
+3,047
New +$178K ﹤0.01% 892

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

Rockefeller Capital Management's XMMO Position: Q1 2026 in Review

Rockefeller Capital Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 110% in Q1 2026, buying an estimated $963K and bringing the position to 12,688 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Rockefeller Capital Management first reported a position in XMMO in Q1 2020 and has held it in 17 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Rockefeller Capital Management held 12,688 shares of Invesco S&P MidCap Momentum ETF worth $1.84M as of Q1 2026.
  • Rockefeller Capital Management bought 6,659 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $963K.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1342 holding.
  • Rockefeller Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 17 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.