Systelligence LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Systelligence LLC’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
2025 Q2	–	Sell	-96,174	Closed	-$10.9M	–	65
2025 Q1	$10.9M	Sell	96,174 -5,913	-6%	-$728K	2.63%	12
2024 Q4	$12.6M	Buy	102,087 +2,725	+3%	+$346K	3.11%	9
2024 Q3	$12M	Sell	99,362 -8,760	-8%	-$1.02M	2.97%	15
2024 Q2	$12.3M	Sell	108,122 -7,132	-6%	-$805K	3.28%	13
2024 Q1	$13.2M	Sell	115,254 -26,741	-19%	-$2.71M	3.46%	9
2023 Q4	$12.8M	Sell	141,995 -8,496	-6%	-$698K	3.48%	8
2023 Q3	$12.1M	Buy	+150,491	New	+$12.2M	3.4%	10
2023 Q2	–	Sell	-10,469	Closed	-$790K	–	45
2023 Q1	$790K	Buy	10,469 +627	+6%	+$48K	0.2%	43
2022 Q4	$741K	Hold	9,842	–	–	0.19%	46
2022 Q3	$687K	Hold	9,842	–	–	0.21%	39
2022 Q2	$700K	Buy	+9,842	New	+$786K	0.2%	35

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Systelligence LLC's XMMO Position: Q2 2025 in Review

Systelligence LLC sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 96,174 shares — an estimated $10.9M sold.

Systelligence LLC first reported a position in XMMO in Q2 2022 and held it in 11 quarters. The position peaked at $13.2M in Q1 2024. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

Systelligence LLC reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
Systelligence LLC sold 96,174 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $10.9M.
Systelligence LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2022 and held it in 11 quarters.
Systelligence LLC's Invesco S&P MidCap Momentum ETF position peaked at $13.2M in Q1 2024.
352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Systelligence LLC's 13F filing for Q2 2025, filed 29 Jul 2025.