Sovran Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Sovran 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	$2.65M	Sell	17,058 -1,134	-6%	-$185K	0.2%	142
2026 Q1	$2.91M	Buy	18,192 +514	+3%	+$74.3K	0.23%	110
2025 Q4	$2.55M	Buy	17,678 +6,288	+55%	+$860K	0.22%	120
2025 Q3	$1.54M	Sell	11,390 -395	-3%	-$52K	0.14%	166
2025 Q2	$1.52M	Sell	11,785 -2,826	-19%	-$338K	0.16%	148
2025 Q1	$1.6M	Sell	14,611 -893	-6%	-$110K	0.21%	118
2024 Q4	$1.95M	Buy	+15,504	New	+$1.97M	0.28%	94

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

Sovran Advisors's XMMO Position: Q2 2026 in Review

Sovran Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.2% in Q2 2026, selling an estimated $185K and leaving 17,058 shares worth $2.65M. The position accounts for 0.2% of the portfolio, ranked #142.

Sovran Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2026. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Sovran Advisors held 17,058 shares of Invesco S&P MidCap Momentum ETF worth $2.65M as of Q2 2026.
Sovran Advisors sold 1,134 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $185K.
Invesco S&P MidCap Momentum ETF made up 0.2% of Sovran Advisors's portfolio in Q2 2026, its #142 holding.
Sovran Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Invesco S&P MidCap Momentum ETF position peaked at $2.91M in Q1 2026.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.