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

Stratos Wealth Partners’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 		$2.78M Sell
19,172
-2,858
-13% -$413K 0.03% 468
2025
Q4 		$3.05M Buy
22,030
+722
+3% +$98.7K 0.03% 444
2025
Q3 		$2.88M Buy
21,308
+1,056
+5% +$139K 0.03% 443
2025
Q2 		$2.61M Buy
20,252
+912
+5% +$109K 0.04% 427
2025
Q1 		$2.2M Sell
19,340
-5,534
-22% -$682K 0.03% 424
2024
Q4 		$3.07M Buy
24,874
+6,476
+35% +$822K 0.04% 372
2024
Q3 		$2.21M Buy
18,398
+2,439
+15% +$283K 0.03% 436
2024
Q2 		$1.82M Sell
15,959
-1,122
-7% -$127K 0.03% 459
2024
Q1 		$1.96M Sell
17,081
-904
-5% -$91.6K 0.03% 443
2023
Q4 		$1.62M Sell
17,985
-189
-1% -$15.5K 0.03% 473
2023
Q3 		$1.46M Buy
18,174
+1,999
+12% +$163K 0.03% 449
2023
Q2 		$1.29M Buy
16,175
+2,902
+22% +$219K 0.03% 461
2023
Q1 		$1M Buy
13,273
+2,689
+25% +$206K 0.03% 483
2022
Q4 		$797K Sell
10,584
-10,728
-50% -$824K 0.02% 572
2022
Q3 		$1.49M Buy
21,312
+1,043
+5% +$79.8K 0.04% 380
2022
Q2 		$1.44M Buy
20,269
+13,097
+183% +$1.05M 0.04% 397
2022
Q1 		$619K Buy
7,172
+1,153
+19% +$98.3K 0.01% 733
2021
Q4 		$547K Buy
6,019
+1,330
+28% +$120K 0.01% 770
2021
Q3 		$395K Buy
4,689
+742
+19% +$63.5K 0.01% 847
2021
Q2 		$338K Buy
3,947
+395
+11% +$33.2K 0.01% 924
2021
Q1 		$298K Sell
3,552
-754
-18% -$62.6K 0.01% 887
2020
Q4 		$337K Buy
4,306
+277
+7% +$20.1K 0.01% 814
2020
Q3 		$267K Buy
4,029
+268
+7% +$17.2K 0.01% 827
2020
Q2 		$223K Sell
3,761
-3,369
-47% -$188K 0.01% 868
2020
Q1 		$350K Sell
7,130
-1,205
-14% -$70.3K 0.02% 634
2019
Q4 		$510K Sell
8,335
-143
-2% -$8.48K 0.02% 590
2019
Q3 		$494K Buy
8,478
+4
+0% +$235 0.02% 568
2019
Q2 		$498K Buy
+8,474
New +$491K 0.02% 569

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's XMMO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q1 2026, selling an estimated $413K and leaving 19,172 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #468.

Stratos Wealth Partners first reported a position in XMMO in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.07M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Stratos Wealth Partners held 19,172 shares of Invesco S&P MidCap Momentum ETF worth $2.78M as of Q1 2026.
  • Stratos Wealth Partners sold 2,858 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $413K.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #468 holding.
  • Stratos Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 28 quarters since.
  • Stratos Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $3.07M in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.