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J. M. Brown & Associates Inc.’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

J. M. Brown & Associates Inc.’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 		$837K Buy
+4,920
New +$802K 0.48% 60

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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MF
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
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

J. M. Brown & Associates Inc.'s XMMO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 4,920 shares worth $837K. The stake represents 0.48% of the portfolio and ranks #60 among its holdings.

136 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • J. M. Brown & Associates Inc. held 4,920 shares of Invesco S&P MidCap Momentum ETF worth $837K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.48% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #60 holding.
  • 136 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.