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 Q2	$2.41M	Buy	14,166 +1,478	+12%	+$241K	﹤0.01%	1294
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 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 22.9% 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

Rockefeller Capital Management's XMMO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 12% in Q2 2026, buying an estimated $241K and bringing the position to 14,166 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Rockefeller Capital Management first reported a position in XMMO in Q1 2020 and has held it in 18 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Rockefeller Capital Management held 14,166 shares of Invesco S&P MidCap Momentum ETF worth $2.41M as of Q2 2026.
Rockefeller Capital Management bought 1,478 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $241K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1294 holding.
Rockefeller Capital Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and has held it in 18 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.