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Smith Anglin Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$11.3M Buy
87,802
+42,079
+92% +$5.03M 1.02% 18
2025
Q1 		$5.2M Buy
+45,723
New +$5.63M 0.55% 25

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Smith Anglin Financial's XMMO Position: Q2 2025 in Review

Smith Anglin Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 92% in Q2 2025, buying an estimated $5.03M and bringing the position to 87,802 shares worth $11.3M. The position accounts for 1.02% of the portfolio, ranked #18.

Smith Anglin Financial first reported a position in XMMO in Q1 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • Smith Anglin Financial held 87,802 shares of Invesco S&P MidCap Momentum ETF worth $11.3M as of Q2 2025.
  • Smith Anglin Financial bought 42,079 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $5.03M.
  • Invesco S&P MidCap Momentum ETF made up 1.02% of Smith Anglin Financial's portfolio in Q2 2025, its #18 holding.
  • Smith Anglin Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.