Truist Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Truist Financial’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	$813K	Buy	4,781 +1,106	+30%	+$180K	﹤0.01%	1899
2026 Q1	$533K	Sell	3,675 -1,228	-25%	-$178K	﹤0.01%	2056
2025 Q4	$679K	Buy	4,903 +2,027	+70%	+$277K	﹤0.01%	1871
2025 Q3	$389K	Sell	2,876 -152	-5%	-$20K	﹤0.01%	2171
2025 Q2	$390K	Sell	3,028 -24,477	-89%	-$2.92M	﹤0.01%	2076
2025 Q1	$3.13M	Buy	27,505 +25,023	+1,008%	+$3.08M	0.01%	1020
2024 Q4	$307K	Buy	+2,482	New	+$315K	﹤0.01%	2144
2022 Q1	–	Sell	-5,535	Closed	-$503K	–	2870
2021 Q4	$503K	Buy	5,535 +492	+10%	+$44.6K	﹤0.01%	2014
2021 Q3	$424K	Buy	+5,043	New	+$432K	﹤0.01%	2107
2020 Q2	–	Sell	-5,193	Closed	-$255K	–	2598
2020 Q1	$255K	Buy	5,193 +75	+1%	+$4.38K	﹤0.01%	1963
2019 Q4	$313K	Buy	+5,118	New	+$304K	﹤0.01%	2129

Other funds holding XMMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Truist Financial's XMMO Position: Q2 2026 in Review

Truist Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 30% in Q2 2026, buying an estimated $180K and bringing the position to 4,781 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Truist Financial first reported a position in XMMO in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.13M in Q1 2025. 271 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Truist Financial held 4,781 shares of Invesco S&P MidCap Momentum ETF worth $813K as of Q2 2026.
Truist Financial bought 1,106 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $180K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1899 holding.
Truist Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 11 quarters since.
Truist Financial's Invesco S&P MidCap Momentum ETF position peaked at $3.13M in Q1 2025.
271 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.