TRUE Private Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

TRUE Private Wealth 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
2025 Q3	–	Sell	-18,571	Closed	-$2.39M	–	270
2025 Q2	$2.39M	Buy	+18,571	New	+$2.22M	0.27%	63
2025 Q1	–	Sell	-9,740	Closed	-$1.2M	–	244
2024 Q4	$1.2M	Buy	9,740 +8,064	+481%	+$1.02M	0.15%	87
2024 Q3	$202K	Sell	1,676 -10,782	-87%	-$1.25M	0.02%	207
2024 Q2	$1.42M	Buy	12,458 +5,907	+90%	+$667K	0.16%	83
2024 Q1	$753K	Buy	+6,551	New	+$664K	0.09%	119

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TRUE Private Wealth Advisors's XMMO Position: Q3 2025 in Review

TRUE Private Wealth Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2025, closing a stake of 18,571 shares — an estimated $2.39M sold.

TRUE Private Wealth Advisors first reported a position in XMMO in Q1 2024 and held it in 5 quarters. The position peaked at $2.39M in Q2 2025. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

TRUE Private Wealth Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 18,571 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $2.39M.
TRUE Private Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 5 quarters.
TRUE Private Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $2.39M in Q2 2025.
354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.