SF
XMMO icon

Summit Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Summit Financial’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 		$2.56M Buy
15,055
+36
+0.2% +$5.87K 0.03% 564
2026
Q1 		$2.18M Buy
15,019
+13,400
+828% +$1.94M 0.03% 554
2025
Q4 		$224K Sell
1,619
-224
-12% -$30.6K ﹤0.01% 1198
2025
Q3 		$249K Buy
1,843
+128
+7% +$16.8K ﹤0.01% 1127
2025
Q2 		$221K Buy
+1,715
New +$205K 0.01% 763

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 22.96% 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

Summit Financial's XMMO Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.24% in Q2 2026, buying an estimated $5.87K and bringing the position to 15,055 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #564.

Summit Financial first reported a position in XMMO in Q2 2025 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Summit Financial held 15,055 shares of Invesco S&P MidCap Momentum ETF worth $2.56M as of Q2 2026.
  • Summit Financial bought 36 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $5.87K.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #564 holding.
  • Summit Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.