Synergy Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Synergy Asset Management’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	–	Sell	-11,729	Closed	-$1.7M	–	332
2026 Q1	$1.7M	Buy	+11,729	New	+$1.7M	0.18%	82
2025 Q1	–	Sell	-1,676	Closed	-$202K	–	884
2024 Q4	$202K	Hold	1,676	–	–	0.02%	193
2024 Q3	$202K	Buy	+1,676	New	+$194K	0.03%	134
2024 Q2	–	Sell	-40,821	Closed	-$4.69M	–	172
2024 Q1	$4.69M	Buy	+40,821	New	+$4.14M	0.8%	30

Other funds holding XMMO

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Synergy Asset Management's XMMO Position: Q2 2026 in Review

Synergy Asset Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 11,729 shares — an estimated $1.7M sold.

Synergy Asset Management first reported a position in XMMO in Q1 2024 and held it in 4 quarters. The position peaked at $4.69M in Q1 2024. 109 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Synergy Asset Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 11,729 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.7M.
Synergy Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 4 quarters.
Synergy Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $4.69M in Q1 2024.
109 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.