Smith, Moore & Co’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Smith, Moore & Co’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	$5.4M	Buy	31,751 +164	+0.5%	+$26.7K	0.35%	64
2026 Q1	$4.58M	Buy	31,587 +158	+0.5%	+$22.9K	0.33%	68
2025 Q4	$4.35M	Buy	31,429 +994	+3%	+$136K	0.33%	66
2025 Q3	$4.12M	Buy	30,435 +618	+2%	+$81.3K	0.32%	70
2025 Q2	$3.84M	Sell	29,817 -1,185	-4%	-$142K	0.32%	70
2025 Q1	$3.53M	Sell	31,002 -322	-1%	-$39.7K	0.33%	71
2024 Q4	$3.87M	Buy	31,324 +573	+2%	+$72.7K	0.35%	63
2024 Q3	$3.7M	Buy	+30,751	New	+$3.57M	0.35%	60

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

Smith, Moore & Co's XMMO Position: Q2 2026 in Review

Smith, Moore & Co increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.52% in Q2 2026, buying an estimated $26.7K and bringing the position to 31,751 shares worth $5.4M. The position accounts for 0.35% of the portfolio, ranked #64.

Smith, Moore & Co first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Smith, Moore & Co held 31,751 shares of Invesco S&P MidCap Momentum ETF worth $5.4M as of Q2 2026.
Smith, Moore & Co bought 164 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $26.7K.
Invesco S&P MidCap Momentum ETF made up 0.35% of Smith, Moore & Co's portfolio in Q2 2026, its #64 holding.
Smith, Moore & Co first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.