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

SHP 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	$22.2M	Buy	+130,771	New	+$21.3M	1.53%	11

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

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

SHP Wealth Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 130,771 shares worth $22.2M. The stake represents 1.53% of the portfolio and ranks #11 among its holdings.

480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

SHP Wealth Management held 130,771 shares of Invesco S&P MidCap Momentum ETF worth $22.2M as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new SHP Wealth Management position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 1.53% of SHP Wealth Management's portfolio in Q2 2026, its #11 holding.
480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.