Spire Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Spire Wealth Management’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	$1.38M	Buy	8,087 +2,487	+44%	+$406K	0.04%	337
2026 Q1	$812K	Buy	5,600 +105	+2%	+$15.2K	0.03%	419
2025 Q4	$761K	Buy	5,495 +162	+3%	+$22.2K	0.03%	449
2025 Q3	$721K	Buy	5,333 +280	+6%	+$36.9K	0.02%	445
2025 Q2	$650K	Buy	5,053 +255	+5%	+$30.5K	0.02%	456
2025 Q1	$546K	Sell	4,798 -1,673	-26%	-$206K	0.02%	546
2024 Q4	$799K	Buy	6,471 +3,206	+98%	+$407K	0.02%	441
2024 Q3	$393K	Buy	3,265 +43	+1%	+$4.99K	0.01%	576
2024 Q2	$367K	Sell	3,222 -1,020	-24%	-$115K	0.01%	552
2024 Q1	$487K	Buy	4,242 +886	+26%	+$89.8K	0.01%	519
2023 Q4	$308K	Buy	3,356 +4	+0.1%	+$329	0.01%	641
2023 Q3	$270K	Buy	3,352 +6	+0.2%	+$488	0.01%	617
2023 Q2	$266K	Sell	3,346 -183	-5%	-$13.8K	0.01%	639
2023 Q1	$266K	Sell	3,529 -320	-8%	-$24.5K	0.01%	640
2022 Q4	$290K	Sell	3,849 -20	-0.5%	-$1.54K	0.02%	467
2022 Q3	$270K	Sell	3,869 -2,732	-41%	-$209K	0.02%	459
2022 Q2	$470K	Sell	6,601 -2,160	-25%	-$173K	0.02%	496
2022 Q1	$756K	Sell	8,761 -1,265	-13%	-$108K	0.02%	458
2021 Q4	$912K	Buy	10,026 +361	+4%	+$32.7K	0.02%	493
2021 Q3	$813K	Sell	9,665 -126	-1%	-$10.8K	0.02%	460
2021 Q2	$838K	Buy	9,791 +2	+0%	+$168	0.02%	475
2021 Q1	$820K	Buy	+9,789	New	+$813K	0.02%	510

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

Spire Wealth Management's XMMO Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 44% in Q2 2026, buying an estimated $406K and bringing the position to 8,087 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #337.

Spire Wealth Management first reported a position in XMMO in Q1 2021 and has held it in 22 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Spire Wealth Management held 8,087 shares of Invesco S&P MidCap Momentum ETF worth $1.38M as of Q2 2026.
Spire Wealth Management bought 2,487 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $406K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #337 holding.
Spire Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and has held it in 22 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.