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Savvy Advisors Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Savvy Advisors Inc’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 		$2.41M Sell
16,648
-138
-0.8% -$20K 0.06% 237
2025
Q4 		$2.32M Buy
16,786
+1,040
+7% +$142K 0.08% 204
2025
Q3 		$2.13M Buy
15,746
+932
+6% +$123K 0.1% 147
2025
Q2 		$1.91M Buy
14,814
+164
+1% +$19.6K 0.13% 124
2025
Q1 		$1.67M Buy
14,650
+669
+5% +$82.4K 0.17% 99
2024
Q4 		$1.73M Buy
13,981
+324
+2% +$41.1K 0.21% 85
2024
Q3 		$1.64M Buy
13,657
+2,078
+18% +$241K 0.33% 62
2024
Q2 		$1.32M Buy
11,579
+332
+3% +$37.5K 0.43% 53
2024
Q1 		$1.29M Buy
11,247
+2,947
+36% +$299K 0.74% 29
2023
Q4 		$745K Buy
+8,300
New +$682K 0.72% 30

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

Savvy Advisors Inc's XMMO Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.82% in Q1 2026, selling an estimated $20K and leaving 16,648 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #237.

Savvy Advisors Inc first reported a position in XMMO in Q4 2023 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Savvy Advisors Inc held 16,648 shares of Invesco S&P MidCap Momentum ETF worth $2.41M as of Q1 2026.
  • Savvy Advisors Inc sold 138 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $20K.
  • Invesco S&P MidCap Momentum ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #237 holding.
  • Savvy Advisors Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.