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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
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 $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

Sculati Wealth Management's XMMO Position: Q1 2026 in Review

Sculati Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 17% in Q1 2026, selling an estimated $81.1K and leaving 2,734 shares worth $396K. The position accounts for 0.15% of the portfolio, ranked #93.

Sculati Wealth Management first reported a position in XMMO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.96M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Sculati Wealth Management held 2,734 shares of Invesco S&P MidCap Momentum ETF worth $396K as of Q1 2026.
  • Sculati Wealth Management sold 561 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $81.1K.
  • Invesco S&P MidCap Momentum ETF made up 0.15% of Sculati Wealth Management's portfolio in Q1 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 24 quarters since.
  • Sculati Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $2.96M in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.