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

Sculati 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 		$426K Sell
2,710
-24
-0.9% -$3.91K 0.14% 93
2026
Q1 		$396K Sell
2,734
-561
-17% -$81.1K 0.15% 93
2025
Q4 		$456K Sell
3,295
-1,360
-29% -$186K 0.16% 88
2025
Q3 		$629K Sell
4,655
-5,910
-56% -$778K 0.22% 82
2025
Q2 		$1.36M Sell
10,565
-14,218
-57% -$1.7M 0.51% 58
2025
Q1 		$2.82M Buy
24,783
+781
+3% +$96.2K 1.14% 27
2024
Q4 		$2.96M Buy
24,002
+97
+0.4% +$12.3K 1.17% 24
2024
Q3 		$2.88M Buy
23,905
+3,906
+20% +$453K 1.15% 23
2024
Q2 		$2.28M Buy
19,999
+5,920
+42% +$668K 0.97% 34
2024
Q1 		$1.62M Sell
14,079
-215
-2% -$21.8K 0.7% 48
2023
Q4 		$1.28M Buy
14,294
+184
+1% +$15.1K 0.6% 53
2023
Q3 		$1.14M Buy
14,110
+958
+7% +$77.9K 0.58% 59
2023
Q2 		$1.05M Buy
13,152
+978
+8% +$73.7K 0.53% 60
2023
Q1 		$919K Buy
12,174
+252
+2% +$19.3K 0.49% 64
2022
Q4 		$898K Buy
11,922
+304
+3% +$23.3K 0.5% 65
2022
Q3 		$811K Buy
11,618
+198
+2% +$15.2K 0.48% 62
2022
Q2 		$812K Buy
11,420
+362
+3% +$28.9K 0.46% 65
2022
Q1 		$955K Buy
11,058
+464
+4% +$39.6K 0.47% 67
2021
Q4 		$963K Buy
10,594
+765
+8% +$69.3K 0.47% 68
2021
Q3 		$827K Buy
9,829
+372
+4% +$31.9K 0.44% 70
2021
Q2 		$810K Buy
9,457
+740
+8% +$62.1K 0.43% 71
2021
Q1 		$731K Buy
8,717
+524
+6% +$43.5K 0.42% 69
2020
Q4 		$641K Buy
8,193
+528
+7% +$38.2K 0.42% 59
2020
Q3 		$508K Buy
7,665
+2,258
+42% +$145K 0.38% 60
2020
Q2 		$321K Buy
+5,407
New +$301K 0.27% 73

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sculati Wealth Management's XMMO Position: Q2 2026 in Review

Sculati Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.88% in Q2 2026, selling an estimated $3.91K and leaving 2,710 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #93.

Sculati Wealth Management first reported a position in XMMO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.96M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Sculati Wealth Management held 2,710 shares of Invesco S&P MidCap Momentum ETF worth $426K as of Q2 2026.
  • Sculati Wealth Management sold 24 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $3.91K.
  • Invesco S&P MidCap Momentum ETF made up 0.14% of Sculati Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Sculati Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and has held it in 25 quarters since.
  • Sculati Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $2.96M in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.