Tanglewood Legacy Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Tanglewood Legacy Advisors’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	$16.2K	Hold	95	–	–	0.01%	215
2026 Q1	$13.8K	Sell	95 -150	-61%	-$21.7K	0.01%	214
2025 Q4	$33.9K	Hold	245	–	–	0.01%	184
2025 Q3	$33.1K	Hold	245	–	–	0.01%	195
2025 Q2	$31.5K	Hold	245	–	–	0.01%	198
2025 Q1	$27.9K	Sell	245 -200	-45%	-$24.6K	0.01%	205
2024 Q4	$55K	Hold	445	–	–	0.02%	167
2024 Q3	$53.5K	Hold	445	–	–	0.02%	161
2024 Q2	$50.7K	Hold	445	–	–	0.02%	159
2024 Q1	$51.1K	Hold	445	–	–	0.03%	159
2023 Q4	$40K	Hold	445	–	–	0.02%	169
2023 Q3	$35.8K	Hold	445	–	–	0.02%	180
2023 Q2	$35.4K	Hold	445	–	–	0.02%	184
2023 Q1	$33.6K	Hold	445	–	–	0.02%	178
2022 Q4	$33.5K	Buy	+445	New	+$34.2K	0.02%	155

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

Tanglewood Legacy Advisors's XMMO Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 95 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #215.

Tanglewood Legacy Advisors first reported a position in XMMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $55K in Q4 2024. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Tanglewood Legacy Advisors held 95 shares of Invesco S&P MidCap Momentum ETF worth $16.2K as of Q2 2026.
Tanglewood Legacy Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #215 holding.
Tanglewood Legacy Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Invesco S&P MidCap Momentum ETF position peaked at $55K in Q4 2024.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.