Schrum Private Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Schrum Private Wealth 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
2025 Q4	–	Sell	-2,000	Closed	-$270K	–	129
2025 Q3	$270K	Hold	2,000	–	–	0.2%	106
2025 Q2	$257K	Hold	2,000	–	–	0.21%	107
2025 Q1	$228K	Hold	2,000	–	–	0.2%	112
2024 Q4	$247K	Sell	2,000 -2,000	-50%	-$254K	0.21%	109
2024 Q3	$481K	Buy	4,000 +2,000	+100%	+$232K	0.25%	96
2024 Q2	$228K	Hold	2,000	–	–	0.21%	114
2024 Q1	$230K	Buy	+2,000	New	+$203K	0.21%	116

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schrum Private Wealth Management's XMMO Position: Q4 2025 in Review

Schrum Private Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2025, closing a stake of 2,000 shares — an estimated $270K sold.

Schrum Private Wealth Management first reported a position in XMMO in Q1 2024 and held it in 7 quarters. The position peaked at $481K in Q3 2024. 406 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

Schrum Private Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 2,000 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $270K.
Schrum Private Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 7 quarters.
Schrum Private Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $481K in Q3 2024.
406 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on Schrum Private Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.