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

Swisher Financial Concepts’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	$461K	Sell	2,709 -1,192	-31%	-$194K	0.29%	42
2026 Q1	$566K	Buy	3,901 +216	+6%	+$31.2K	0.32%	49
2025 Q4	$510K	Buy	3,685 +125	+4%	+$17.1K	0.29%	54
2025 Q3	$481K	Sell	3,560 -2,432	-41%	-$320K	0.29%	52
2025 Q2	$771K	Buy	5,992 +814	+16%	+$97.3K	0.5%	35
2025 Q1	$589K	Buy	+5,178	New	+$638K	0.49%	36

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Swisher Financial Concepts's XMMO Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 31% in Q2 2026, selling an estimated $194K and leaving 2,709 shares worth $461K. The position accounts for 0.29% of the portfolio, ranked #42.

Swisher Financial Concepts first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $771K in Q2 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Swisher Financial Concepts held 2,709 shares of Invesco S&P MidCap Momentum ETF worth $461K as of Q2 2026.
Swisher Financial Concepts sold 1,192 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $194K.
Invesco S&P MidCap Momentum ETF made up 0.29% of Swisher Financial Concepts's portfolio in Q2 2026, its #42 holding.
Swisher Financial Concepts first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Swisher Financial Concepts's Invesco S&P MidCap Momentum ETF position peaked at $771K in Q2 2025.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.