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

TruWealth 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
Q1 		$3.94M Buy
27,169
+270
+1% +$39.1K 0.19% 73
2025
Q4 		$3.72M Buy
26,899
+878
+3% +$120K 0.18% 71
2025
Q3 		$3.52M Buy
26,021
+10,585
+69% +$1.39M 0.18% 68
2025
Q2 		$1.99M Buy
15,436
+3,388
+28% +$405K 0.11% 80
2025
Q1 		$1.37M Buy
+12,048
New +$1.48M 0.08% 76

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TruWealth Advisors's XMMO Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1% in Q1 2026, buying an estimated $39.1K and bringing the position to 27,169 shares worth $3.94M. The position accounts for 0.19% of the portfolio, ranked #73.

TruWealth Advisors first reported a position in XMMO in Q1 2025 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • TruWealth Advisors held 27,169 shares of Invesco S&P MidCap Momentum ETF worth $3.94M as of Q1 2026.
  • TruWealth Advisors bought 270 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $39.1K.
  • Invesco S&P MidCap Momentum ETF made up 0.19% of TruWealth Advisors's portfolio in Q1 2026, its #73 holding.
  • TruWealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.