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Sowell Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Sowell Financial Services’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 		$518K Buy
3,047
+372
+14% +$60.7K 0.02% 633
2026
Q1 		$388K Buy
2,675
+1,004
+60% +$145K 0.01% 730
2025
Q4 		$231K Sell
1,671
-2,411
-59% -$330K 0.01% 945
2025
Q3 		$552K Sell
4,082
-8,901
-69% -$1.17M 0.02% 609
2025
Q2 		$1.67M Buy
12,983
+815
+7% +$97.4K 0.07% 301
2025
Q1 		$1.38M Sell
12,168
-457
-4% -$56.3K 0.06% 303
2024
Q4 		$1.56M Buy
12,625
+1,701
+16% +$216K 0.08% 248
2024
Q3 		$1.31M Buy
+10,924
New +$1.27M 0.06% 304
2021
Q2 		– Sell
-583
Closed -$49K – 2779
2021
Q1 		$49K Buy
583
+61
+12% +$5.07K ﹤0.01% 1671
2020
Q4 		$41K Sell
522
-626
-55% -$45.3K ﹤0.01% 1473
2020
Q3 		$76K Buy
1,148
+71
+7% +$4.55K ﹤0.01% 1076
2020
Q2 		$64K Buy
1,077
+441
+69% +$24.6K ﹤0.01% 1103
2020
Q1 		$31K Buy
636
+353
+125% +$20.6K ﹤0.01% 1238
2019
Q4 		$17K Buy
+283
New +$16.8K ﹤0.01% 1499

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's XMMO Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 14% in Q2 2026, buying an estimated $60.7K and bringing the position to 3,047 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #633.

Sowell Financial Services first reported a position in XMMO in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.67M in Q2 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Sowell Financial Services held 3,047 shares of Invesco S&P MidCap Momentum ETF worth $518K as of Q2 2026.
  • Sowell Financial Services bought 372 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $60.7K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #633 holding.
  • Sowell Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $1.67M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.