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

SteelPeak Wealth’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
Q2 		– Sell
-8,338
Closed -$949K – 672
2025
Q1 		$949K Sell
8,338
-29,399
-78% -$3.62M 0.04% 261
2024
Q4 		$4.66M Buy
+37,737
New +$4.79M 0.19% 98

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

SteelPeak Wealth's XMMO Position: Q2 2025 in Review

SteelPeak Wealth sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 8,338 shares — an estimated $949K sold.

SteelPeak Wealth first reported a position in XMMO in Q4 2024 and held it in 2 quarters. The position peaked at $4.66M in Q4 2024. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • SteelPeak Wealth reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 8,338 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $949K.
  • SteelPeak Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 2 quarters.
  • SteelPeak Wealth's Invesco S&P MidCap Momentum ETF position peaked at $4.66M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.