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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sigma Planning Corp's XMMO Position: Q1 2026 in Review

Sigma Planning Corp reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.8% in Q1 2026, selling an estimated $150K and leaving 20,465 shares worth $2.97M. The position accounts for 0.08% of the portfolio, ranked #258.

Sigma Planning Corp first reported a position in XMMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $5.7M in Q4 2019. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Sigma Planning Corp held 20,465 shares of Invesco S&P MidCap Momentum ETF worth $2.97M as of Q1 2026.
Sigma Planning Corp sold 1,038 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $150K.
Invesco S&P MidCap Momentum ETF made up 0.08% of Sigma Planning Corp's portfolio in Q1 2026, its #258 holding.
Sigma Planning Corp first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 31 quarters since.
Sigma Planning Corp's Invesco S&P MidCap Momentum ETF position peaked at $5.7M in Q4 2019.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.