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

Sunrise Financial Services’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 		$8.16M Buy
47,947
+3,126
+7% +$510K 4.85% 5
2026
Q1 		$6.5M Buy
44,821
+44,783
+117,850% +$6.48M 4.61% 5
2025
Q4 		$5.26K Buy
+38
New +$5.2K ﹤0.01% 250

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

Sunrise Financial Services's XMMO Position: Q2 2026 in Review

Sunrise Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7% in Q2 2026, buying an estimated $510K and bringing the position to 47,947 shares worth $8.16M. The position accounts for 4.85% of the portfolio, ranked #5.

Sunrise Financial Services first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Sunrise Financial Services held 47,947 shares of Invesco S&P MidCap Momentum ETF worth $8.16M as of Q2 2026.
  • Sunrise Financial Services bought 3,126 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $510K.
  • Invesco S&P MidCap Momentum ETF made up 4.85% of Sunrise Financial Services's portfolio in Q2 2026, its #5 holding.
  • Sunrise Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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