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

Steelhead 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 Q1	$923K	Buy	+6,369	New	+$921K	0.47%	40

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 $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Steelhead Wealth Management's XMMO Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026: 6,369 shares worth $923K. The stake represents 0.47% of the portfolio and ranks #40 among its holdings.

428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Steelhead Wealth Management held 6,369 shares of Invesco S&P MidCap Momentum ETF worth $923K as of Q1 2026.
Invesco S&P MidCap Momentum ETF was a new Steelhead Wealth Management position in Q1 2026.
Invesco S&P MidCap Momentum ETF made up 0.47% of Steelhead Wealth Management's portfolio in Q1 2026, its #40 holding.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.