Secure Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Secure Asset 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	$1.39M	Buy	8,170 +234	+3%	+$38.2K	0.19%	115
2026 Q1	$1.15M	Sell	7,936 -64,706	-89%	-$9.36M	0.18%	120
2025 Q4	$10.1M	Buy	72,642 +7,753	+12%	+$1.06M	1.57%	13
2025 Q3	$8.78M	Buy	64,889 +4,520	+7%	+$595K	1.45%	14
2025 Q2	$7.77M	Buy	60,369 +3,743	+7%	+$447K	1.43%	15
2025 Q1	$6.44M	Buy	+56,626	New	+$6.98M	1.29%	16

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

Secure Asset Management's XMMO Position: Q2 2026 in Review

Secure Asset Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.9% in Q2 2026, buying an estimated $38.2K and bringing the position to 8,170 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #115.

Secure Asset Management first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Secure Asset Management held 8,170 shares of Invesco S&P MidCap Momentum ETF worth $1.39M as of Q2 2026.
Secure Asset Management bought 234 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $38.2K.
Invesco S&P MidCap Momentum ETF made up 0.19% of Secure Asset Management's portfolio in Q2 2026, its #115 holding.
Secure Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Secure Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $10.1M in Q4 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.