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

Titleist 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	$8.3M	Buy	48,776 +1,333	+3%	+$217K	0.56%	49
2026 Q1	$6.88M	Buy	47,443 +6,014	+15%	+$870K	0.52%	49
2025 Q4	$5.74M	Buy	41,429 +2,147	+5%	+$294K	0.46%	57
2025 Q3	$5.31M	Sell	39,282 -4,250	-10%	-$559K	0.46%	60
2025 Q2	$5.6M	Buy	43,532 +2,713	+7%	+$324K	0.56%	46
2025 Q1	$4.64M	Buy	40,819 +32,829	+411%	+$4.04M	0.54%	47
2024 Q4	$987K	Sell	7,990 -138	-2%	-$17.5K	0.11%	130
2024 Q3	$978K	Buy	8,128 +108	+1%	+$12.5K	0.14%	114
2024 Q2	$914K	Sell	8,020 -60	-0.7%	-$6.77K	0.14%	109
2024 Q1	$928K	Sell	8,080 -22,780	-74%	-$2.31M	0.16%	106
2023 Q4	$2.77M	Buy	30,860 +297	+1%	+$24.4K	0.51%	49
2023 Q3	$2.46M	Buy	30,563 +375	+1%	+$30.5K	0.51%	47
2023 Q2	$2.4M	Buy	30,188 +1,291	+4%	+$97.3K	0.47%	50
2023 Q1	$2.18M	Buy	+28,897	New	+$2.21M	0.46%	53

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

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

Titleist Asset Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.8% in Q2 2026, buying an estimated $217K and bringing the position to 48,776 shares worth $8.3M. The position accounts for 0.56% of the portfolio, ranked #49.

Titleist Asset Management first reported a position in XMMO in Q1 2023 and has held it in 14 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Titleist Asset Management held 48,776 shares of Invesco S&P MidCap Momentum ETF worth $8.3M as of Q2 2026.
Titleist Asset Management bought 1,333 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $217K.
Invesco S&P MidCap Momentum ETF made up 0.56% of Titleist Asset Management's portfolio in Q2 2026, its #49 holding.
Titleist Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2023 and has held it in 14 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.