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

Symphony 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
Q1 		$4.77M Sell
32,877
-2,767
-8% -$400K 2.45% 11
2025
Q4 		$4.94M Sell
35,644
-39
-0.1% -$5.33K 2.53% 11
2025
Q3 		$4.83M Buy
35,683
+3,162
+10% +$416K 2.6% 12
2025
Q2 		$4.18M Buy
32,521
+1,249
+4% +$149K 2.5% 13
2025
Q1 		$3.56M Buy
31,272
+5,555
+22% +$684K 2.32% 13
2024
Q4 		$3.18M Buy
25,717
+4,289
+20% +$544K 2.55% 13
2024
Q3 		$2.58M Buy
21,428
+1,510
+8% +$175K 2.19% 13
2024
Q2 		$2.26M Buy
+19,918
New +$2.25M 1.94% 17

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return