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Sunbelt Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Sunbelt Securities’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 		$347K Sell
2,391
-1,529
-39% -$221K 0.02% 491
2025
Q4 		$543K Sell
3,920
-26
-0.7% -$3.56K 0.04% 379
2025
Q3 		$534K Buy
+3,946
New +$519K 0.04% 369
2025
Q2 		– Sell
-3,126
Closed -$356K – 1902
2025
Q1 		$356K Buy
+3,126
New +$385K 0.03% 406

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

Sunbelt Securities's XMMO Position: Q1 2026 in Review

Sunbelt Securities reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 39% in Q1 2026, selling an estimated $221K and leaving 2,391 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #491.

Sunbelt Securities first reported a position in XMMO in Q1 2025 and has held it in 4 quarters since. The position peaked at $543K in Q4 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Sunbelt Securities held 2,391 shares of Invesco S&P MidCap Momentum ETF worth $347K as of Q1 2026.
  • Sunbelt Securities sold 1,529 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $221K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #491 holding.
  • Sunbelt Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's Invesco S&P MidCap Momentum ETF position peaked at $543K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.