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 Q2	$5.64M	Buy	33,126 +249	+0.8%	+$40.6K	2.53%	12
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 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

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

Symphony Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.76% in Q2 2026, buying an estimated $40.6K and bringing the position to 33,126 shares worth $5.64M. The position accounts for 2.53% of the portfolio, ranked #12.

Symphony Financial Services first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Symphony Financial Services held 33,126 shares of Invesco S&P MidCap Momentum ETF worth $5.64M as of Q2 2026.
Symphony Financial Services bought 249 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $40.6K.
Invesco S&P MidCap Momentum ETF made up 2.53% of Symphony Financial Services's portfolio in Q2 2026, its #12 holding.
Symphony Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.