Spectrum Wealth Advisory Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Spectrum Wealth Advisory Group’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 Q1	$3.04M	Sell	20,951 -808	-4%	-$117K	1.13%	17
2025 Q4	$3.01M	Sell	21,759 -1,227	-5%	-$168K	1.11%	17
2025 Q3	$3.11M	Sell	22,986 -298	-1%	-$39.2K	1.28%	17
2025 Q2	$3M	Sell	23,284 -42	-0.2%	-$5.02K	1.39%	15
2025 Q1	$2.65M	Sell	23,326 -160	-0.7%	-$19.7K	1.27%	16
2024 Q4	$2.9M	Sell	23,486 -1,293	-5%	-$164K	1.37%	15
2024 Q3	$2.98M	Buy	24,779 +217	+0.9%	+$25.2K	1.67%	16
2024 Q2	$2.8M	Buy	24,562 +304	+1%	+$34.3K	2.99%	9
2024 Q1	$2.79M	Sell	24,258 -19	-0.1%	-$1.93K	3.21%	9
2023 Q4	$2.18M	Sell	24,277 -531	-2%	-$43.6K	2.69%	9
2023 Q3	$2M	Buy	24,808 +13	+0.1%	+$1.06K	2.76%	9
2023 Q2	$1.97M	Sell	24,795 -4,086	-14%	-$308K	2.61%	9
2023 Q1	$2.18M	Sell	28,881 -1,472	-5%	-$113K	2.94%	9
2022 Q4	$2.29M	Sell	30,353 -2,366	-7%	-$182K	3.18%	8
2022 Q3	$2.28M	Sell	32,719 -3,680	-10%	-$282K	2.87%	12
2022 Q2	$2.59M	Sell	36,399 -1,094	-3%	-$87.4K	2.89%	12
2022 Q1	$3.24M	Sell	37,493 -16,314	-30%	-$1.39M	3.12%	11
2021 Q4	$4.89M	Sell	53,807 -1,202	-2%	-$109K	4.36%	6
2021 Q3	$4.63M	Sell	55,009 -3,217	-6%	-$275K	4.57%	5
2021 Q2	$4.99M	Sell	58,226 -112,325	-66%	-$9.43M	4.88%	4
2021 Q1	$14.3M	Buy	170,551 +122,221	+253%	+$10.2M	13.65%	3
2020 Q4	$3.78M	Sell	48,330 -39,703	-45%	-$2.87M	4.27%	7
2020 Q3	$5.83M	Buy	88,033 +47,668	+118%	+$3.05M	3.74%	7
2020 Q2	$2.39M	Buy	40,365 +13,768	+52%	+$766K	3.38%	8
2020 Q1	$1.3M	Buy	26,597 +1,163	+5%	+$67.9K	2.82%	12
2019 Q4	$1.55M	Buy	25,434 +1,435	+6%	+$85.1K	2.78%	14
2019 Q3	$1.4M	Buy	23,999 +9,785	+69%	+$575K	2.78%	14
2019 Q2	$834K	Buy	+14,214	New	+$823K	1.7%	18

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Wealth Advisory Group's XMMO Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.7% in Q1 2026, selling an estimated $117K and leaving 20,951 shares worth $3.04M. The position accounts for 1.13% of the portfolio, ranked #17.

Spectrum Wealth Advisory Group first reported a position in XMMO in Q2 2019 and has held it in 28 quarters since. The position peaked at $14.3M in Q1 2021. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Spectrum Wealth Advisory Group held 20,951 shares of Invesco S&P MidCap Momentum ETF worth $3.04M as of Q1 2026.
Spectrum Wealth Advisory Group sold 808 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $117K.
Invesco S&P MidCap Momentum ETF made up 1.13% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #17 holding.
Spectrum Wealth Advisory Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 28 quarters since.
Spectrum Wealth Advisory Group's Invesco S&P MidCap Momentum ETF position peaked at $14.3M in Q1 2021.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.