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
2026 Q2	$228K	Buy	+2,000	New	+$326K	0.23%	101
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 $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 22.96% 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

Schrum Private Wealth Management's XMMO Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 2,000 shares worth $228K. The stake represents 0.23% of the portfolio and ranks #101 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in XMMO as recently as Q3 2025.

Schrum Private Wealth Management first reported a position in XMMO in Q1 2024 and has held it in 8 quarters since. The position peaked at $481K in Q3 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Schrum Private Wealth Management held 2,000 shares of Invesco S&P MidCap Momentum ETF worth $228K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Schrum Private Wealth Management position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #101 holding.
Schrum Private Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 8 quarters since.
Schrum Private Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $481K in Q3 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.