Southland Equity Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Southland Equity Partners’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	$3.26M	Sell	19,184 -89	-0.5%	-$14.5K	0.57%	42
2026 Q1	$2.8M	Sell	19,273 -66	-0.3%	-$9.55K	0.54%	45
2025 Q4	$2.68M	Buy	19,339 +458	+2%	+$62.6K	0.53%	44
2025 Q3	$2.55M	Buy	18,881 +1,219	+7%	+$160K	0.52%	45
2025 Q2	$2.27M	Buy	17,662 +598	+4%	+$71.4K	0.5%	45
2025 Q1	$1.94M	Buy	17,064 +445	+3%	+$54.8K	0.45%	49
2024 Q4	$2.05M	Buy	16,619 +245	+1%	+$31.1K	0.48%	49
2024 Q3	$1.97M	Sell	16,374 -3,864	-19%	-$448K	0.48%	47
2024 Q2	$2.31M	Sell	20,238 -1,287	-6%	-$145K	0.66%	32
2024 Q1	$2.47M	Sell	21,525 -134	-0.6%	-$13.6K	0.69%	32
2023 Q4	$1.95M	Buy	21,659 +525	+2%	+$43.2K	0.61%	33
2023 Q3	$1.7M	Buy	21,134 +72	+0.3%	+$5.85K	0.59%	35
2023 Q2	$1.67M	Sell	21,062 -114	-0.5%	-$8.6K	0.57%	35
2023 Q1	$1.6M	Buy	21,176 +400	+2%	+$30.7K	0.63%	32
2022 Q4	$1.56M	Buy	20,776 +3,346	+19%	+$257K	0.6%	31
2022 Q3	$1.22M	Buy	17,430 +1,143	+7%	+$87.5K	0.6%	34
2022 Q2	$1.16M	Buy	16,287 +397	+2%	+$31.7K	0.53%	40
2022 Q1	$1.37M	Buy	15,890 +1,636	+11%	+$140K	0.57%	35
2021 Q4	$1.3M	Buy	14,254 +732	+5%	+$66.3K	0.53%	39
2021 Q3	$1.14M	Buy	13,522 +29	+0.2%	+$2.48K	0.52%	40
2021 Q2	$1.16M	Buy	13,493 +2,203	+20%	+$185K	0.55%	40
2021 Q1	$946K	Buy	11,290 +1,341	+13%	+$111K	0.54%	37
2020 Q4	$779K	Buy	+9,949	New	+$720K	0.52%	42

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 22.9% 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

Southland Equity Partners's XMMO Position: Q2 2026 in Review

Southland Equity Partners reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.46% in Q2 2026, selling an estimated $14.5K and leaving 19,184 shares worth $3.26M. The position accounts for 0.57% of the portfolio, ranked #42.

Southland Equity Partners first reported a position in XMMO in Q4 2020 and has held it in 23 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Southland Equity Partners held 19,184 shares of Invesco S&P MidCap Momentum ETF worth $3.26M as of Q2 2026.
Southland Equity Partners sold 89 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $14.5K.
Invesco S&P MidCap Momentum ETF made up 0.57% of Southland Equity Partners's portfolio in Q2 2026, its #42 holding.
Southland Equity Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 23 quarters since.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.