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 Q2	$1.81M	Buy	10,631 +6,449	+154%	+$1.05M	0.01%	607
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 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

United Capital Financial Advisors's XMMO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 154% in Q2 2026, buying an estimated $1.05M and bringing the position to 10,631 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #607.

United Capital Financial Advisors first reported a position in XMMO in Q2 2018 and has held it in 7 quarters since. The position peaked at $5.05M in Q2 2018. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

United Capital Financial Advisors held 10,631 shares of Invesco S&P MidCap Momentum ETF worth $1.81M as of Q2 2026.
United Capital Financial Advisors bought 6,449 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.05M.
Invesco S&P MidCap Momentum ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #607 holding.
United Capital Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 7 quarters since.
United Capital Financial Advisors's Invesco S&P MidCap Momentum ETF position peaked at $5.05M in Q2 2018.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.