Steward Partners Investment Advisory
XMMO icon

Steward Partners Investment Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Steward Partners Investment Advisory’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 		$1.93M Sell
11,326
-6,695
-37% -$1.09M 0.01% 940
2026
Q1 		$2.61M Buy
18,021
+5,483
+44% +$793K 0.01% 757
2025
Q4 		$1.74M Buy
12,538
+505
+4% +$69K 0.01% 842
2025
Q3 		$1.63M Sell
12,033
-3,319
-22% -$437K 0.01% 853
2025
Q2 		$1.97M Buy
15,352
+950
+7% +$114K 0.02% 726
2025
Q1 		$1.64M Buy
14,402
+8,855
+160% +$1.09M 0.01% 731
2024
Q4 		$685K Buy
5,547
+2,125
+62% +$270K 0.01% 1022
2024
Q3 		$412K Sell
3,422
-50
-1% -$5.8K ﹤0.01% 1189
2024
Q2 		$396K Sell
3,472
-432
-11% -$48.8K ﹤0.01% 1162
2024
Q1 		$448K Sell
3,904
-218
-5% -$22.1K ﹤0.01% 1099
2023
Q4 		$370K Sell
4,122
-27
-0.7% -$2.22K 0.01% 1128
2023
Q3 		$334K Sell
4,149
-40
-1% -$3.25K 0.01% 1084
2023
Q2 		$333K Sell
4,189
-20
-0.5% -$1.51K 0.01% 1081
2023
Q1 		$318K Sell
4,209
-50
-1% -$3.83K 0.01% 1086
2022
Q4 		$321K Sell
4,259
-15
-0.4% -$1.15K 0.01% 1059
2022
Q3 		$298K Buy
4,274
+21
+0.5% +$1.61K 0.01% 1037
2022
Q2 		$303K Buy
4,253
+2,171
+104% +$173K 0.01% 1030
2022
Q1 		$180K Sell
2,082
-165
-7% -$14.1K ﹤0.01% 1338
2021
Q4 		$204K Buy
2,247
+478
+27% +$43.3K ﹤0.01% 1307
2021
Q3 		$149K Buy
1,769
+312
+21% +$26.7K ﹤0.01% 1393
2021
Q2 		$125K Sell
1,457
-6,000
-80% -$504K ﹤0.01% 1946
2021
Q1 		$625K Buy
7,457
+2,596
+53% +$216K 0.01% 802
2020
Q4 		$380K Buy
4,861
+1,488
+44% +$108K 0.01% 836
2020
Q3 		$223K Buy
3,373
+1,136
+51% +$72.8K 0.01% 904
2020
Q2 		$133K Buy
2,237
+1,437
+180% +$80K ﹤0.01% 1026
2020
Q1 		$39K Hold
800
– – ﹤0.01% 1366
2019
Q4 		$48K Sell
800
-150
-16% -$8.9K ﹤0.01% 1417
2019
Q3 		$55K Buy
950
+650
+217% +$38.2K ﹤0.01% 1317
2019
Q2 		$17K Buy
+300
New +$17.4K ﹤0.01% 1771
2018
Q4 		– Sell
-300
Closed -$16K – 2191
2018
Q3 		$16K Sell
300
-100
-25% -$5.25K ﹤0.01% 1670
2018
Q2 		$20K Buy
+400
New +$19.2K ﹤0.01% 1476

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Steward Partners Investment Advisory's XMMO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 37% in Q2 2026, selling an estimated $1.09M and leaving 11,326 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #940.

Steward Partners Investment Advisory first reported a position in XMMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.61M in Q1 2026. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Steward Partners Investment Advisory held 11,326 shares of Invesco S&P MidCap Momentum ETF worth $1.93M as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,695 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.09M.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #940 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Invesco S&P MidCap Momentum ETF position peaked at $2.61M in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.