UCFA
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United Capital Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

United Capital Financial 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 		$607K Hold
4,182
– – ﹤0.01% 972
2025
Q4 		$579K Buy
+4,182
New +$572K ﹤0.01% 912
2019
Q4 		– Sell
-6,841
Closed -$399K – 1437
2019
Q3 		$399K Sell
6,841
-185
-3% -$10.9K ﹤0.01% 1011
2019
Q2 		$413K Buy
+7,026
New +$407K ﹤0.01% 1102
2018
Q4 		– Sell
-68,986
Closed -$3.78M – 1374
2018
Q3 		$3.78M Sell
68,986
-34,145
-33% -$1.79M 0.03% 487
2018
Q2 		$5.05M Buy
+103,131
New +$4.94M 0.04% 416

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return