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	–	1878
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

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

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

SeaCrest Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 20% in Q2 2026, buying an estimated $353K and bringing the position to 13,125 shares worth $2.23M. The position accounts for 0.25% of the portfolio, ranked #76.

SeaCrest Wealth Management first reported a position in XMMO in Q3 2018 and has held it in 10 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

SeaCrest Wealth Management held 13,125 shares of Invesco S&P MidCap Momentum ETF worth $2.23M as of Q2 2026.
SeaCrest Wealth Management bought 2,166 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $353K.
Invesco S&P MidCap Momentum ETF made up 0.25% of SeaCrest Wealth Management's portfolio in Q2 2026, its #76 holding.
SeaCrest Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2018 and has held it in 10 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.