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

Stark 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
2025 Q4	$209K	Sell	1,513 -70	-4%	-$9.57K	0.79%	38
2025 Q3	$214K	Sell	1,583 -6	-0.4%	-$790	0.98%	33
2025 Q2	$204K	Buy	+1,589	New	+$190K	0.29%	49
2025 Q1	–	Sell	-3,170	Closed	-$392K	–	86
2024 Q4	$392K	Buy	+3,170	New	+$402K	0.29%	53

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stark Wealth Management's XMMO Position: Q4 2025 in Review

Stark Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.4% in Q4 2025, selling an estimated $9.57K and leaving 1,513 shares worth $209K. The position accounts for 0.79% of the portfolio, ranked #38.

Stark Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 4 quarters since. The position peaked at $392K in Q4 2024. 406 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

Stark Wealth Management held 1,513 shares of Invesco S&P MidCap Momentum ETF worth $209K as of Q4 2025.
Stark Wealth Management sold 70 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $9.57K.
Invesco S&P MidCap Momentum ETF made up 0.79% of Stark Wealth Management's portfolio in Q4 2025, its #38 holding.
Stark Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 4 quarters since.
Stark Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $392K in Q4 2024.
406 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.