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

SeaCrest 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	$2.23M	Buy	13,125 +2,166	+20%	+$353K	0.25%	76
2026 Q1	$1.59M	Buy	10,959 +1,889	+21%	+$273K	0.17%	107
2025 Q4	$1.29M	Buy	9,070 +644	+8%	+$88.1K	0.13%	145
2025 Q3	$1.16M	Buy	8,426 +2,432	+41%	+$320K	0.12%	159
2025 Q2	$771K	Buy	5,994 +3,415	+132%	+$408K	0.08%	222
2025 Q1	$293K	Buy	2,579 +607	+31%	+$74.8K	0.03%	480
2024 Q4	$244K	Buy	+1,972	New	+$250K	0.03%	561
2019 Q2	–	Sell	-1,154	Closed	-$65K	–	1881
2019 Q1	$65K	Buy	1,154 +1	+0.1%	+$53	0.01%	844
2018 Q4	$52K	Buy	1,153 +1	+0.1%	+$48	0.01%	885
2018 Q3	$63K	Buy	+1,152	New	+$60.4K	0.01%	917

Other funds holding XMMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return