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Signature Estate & Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Signature Estate & Investment Advisors’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 		$4.81M Sell
28,254
-11,832
-30% -$1.93M 0.09% 107
2026
Q1 		$5.81M Buy
40,086
+2,185
+6% +$316K 0.12% 89
2025
Q4 		$5.25M Buy
37,901
+6,006
+19% +$821K 0.11% 96
2025
Q3 		$4.31M Buy
31,895
+5,667
+22% +$746K 0.09% 100
2025
Q2 		$3.37M Buy
26,228
+16,480
+169% +$1.97M 0.08% 110
2025
Q1 		$1.11M Buy
9,748
+1,560
+19% +$192K 0.03% 200
2024
Q4 		$1.01M Buy
8,188
+1,350
+20% +$171K 0.03% 214
2024
Q3 		$823K Sell
6,838
-1,904
-22% -$221K 0.02% 226
2024
Q2 		$997K Sell
8,742
-49
-0.6% -$5.53K 0.02% 201
2024
Q1 		$1.01M Sell
8,791
-3,330
-27% -$337K 0.03% 91
2023
Q4 		$1.09M Buy
12,121
+506
+4% +$41.6K 0.03% 99
2023
Q3 		$935K Buy
+11,615
New +$944K 0.03% 97

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Signature Estate & Investment Advisors's XMMO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 30% in Q2 2026, selling an estimated $1.93M and leaving 28,254 shares worth $4.81M. The position accounts for 0.09% of the portfolio, ranked #107.

Signature Estate & Investment Advisors first reported a position in XMMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.81M in Q1 2026. 291 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Signature Estate & Investment Advisors held 28,254 shares of Invesco S&P MidCap Momentum ETF worth $4.81M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 11,832 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.93M.
  • Invesco S&P MidCap Momentum ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Signature Estate & Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 12 quarters since.
  • Signature Estate & Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $5.81M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.