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Sigma Planning Corp’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Sigma Planning Corp’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 		$3.67M Buy
21,571
+1,106
+5% +$180K 0.09% 224
2026
Q1 		$2.97M Sell
20,465
-1,038
-5% -$150K 0.08% 258
2025
Q4 		$2.98M Buy
21,503
+1,292
+6% +$177K 0.08% 253
2025
Q3 		$2.73M Buy
20,211
+745
+4% +$98.1K 0.08% 261
2025
Q2 		$2.5M Buy
19,466
+1,572
+9% +$188K 0.08% 258
2025
Q1 		$2.04M Buy
17,894
+3,181
+22% +$392K 0.06% 278
2024
Q4 		$1.82M Buy
14,713
+3,969
+37% +$504K 0.06% 308
2024
Q3 		$1.29M Buy
10,744
+1,910
+22% +$222K 0.04% 410
2024
Q2 		$1.01M Buy
8,834
+1,341
+18% +$151K 0.03% 485
2024
Q1 		$861K Buy
+7,493
New +$759K 0.03% 546
2023
Q4 		– Sell
-6,735
Closed -$542K – 1191
2023
Q3 		$542K Sell
6,735
-632
-9% -$51.4K 0.02% 680
2023
Q2 		$586K Sell
7,367
-1,296
-15% -$97.7K 0.02% 668
2023
Q1 		$654K Buy
8,663
+466
+6% +$35.7K 0.02% 696
2022
Q4 		$617K Sell
8,197
-12,807
-61% -$984K 0.02% 684
2022
Q3 		$1.47M Sell
21,004
-791
-4% -$60.5K 0.06% 333
2022
Q2 		$1.55M Sell
21,795
-1,370
-6% -$109K 0.05% 326
2022
Q1 		$2M Buy
23,165
+110
+0.5% +$9.38K 0.06% 312
2021
Q4 		$2.1M Sell
23,055
-1,056
-4% -$95.6K 0.06% 318
2021
Q3 		$2.03M Sell
24,111
-2,326
-9% -$199K 0.06% 327
2021
Q2 		$2.26M Buy
26,437
+2,136
+9% +$179K 0.07% 300
2021
Q1 		$2.04M Buy
24,301
+5,775
+31% +$480K 0.07% 308
2020
Q4 		$1.45M Buy
18,526
+440
+2% +$31.8K 0.05% 345
2020
Q3 		$1.2M Buy
18,086
+330
+2% +$21.1K 0.05% 356
2020
Q2 		$1.05M Sell
17,756
-7,944
-31% -$442K 0.05% 379
2020
Q1 		$1.26M Sell
25,700
-67,472
-72% -$3.94M 0.07% 275
2019
Q4 		$5.7M Buy
93,172
+7,100
+8% +$421K 0.24% 83
2019
Q3 		$5.01M Buy
86,072
+8,319
+11% +$489K 0.24% 92
2019
Q2 		$4.57M Buy
77,753
+51,213
+193% +$2.97M 0.24% 99
2019
Q1 		$1.5M Buy
26,540
+15,825
+148% +$832K 0.09% 248
2018
Q4 		$482K Sell
10,715
-1,506
-12% -$71.9K 0.04% 456
2018
Q3 		$669K Buy
12,221
+5,742
+89% +$301K 0.04% 392
2018
Q2 		$317K Buy
+6,479
New +$310K 0.02% 619

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sigma Planning Corp's XMMO Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 5.4% in Q2 2026, buying an estimated $180K and bringing the position to 21,571 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #224.

Sigma Planning Corp first reported a position in XMMO in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.7M in Q4 2019. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Sigma Planning Corp held 21,571 shares of Invesco S&P MidCap Momentum ETF worth $3.67M as of Q2 2026.
  • Sigma Planning Corp bought 1,106 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $180K.
  • Invesco S&P MidCap Momentum ETF made up 0.09% of Sigma Planning Corp's portfolio in Q2 2026, its #224 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 32 quarters since.
  • Sigma Planning Corp's Invesco S&P MidCap Momentum ETF position peaked at $5.7M in Q4 2019.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.