UWP
XMMO icon

Uniting Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Uniting Wealth Partners’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 		$6.54M Sell
38,457
-60
-0.2% -$9.79K 1.33% 21
2026
Q1 		$5.59M Sell
38,517
-16,960
-31% -$2.45M 1.19% 23
2025
Q4 		$7.68M Buy
55,477
+3,360
+6% +$459K 2.35% 4
2025
Q3 		$7.05M Buy
+52,117
New +$6.86M 1.66% 10

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Uniting Wealth Partners's XMMO Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.16% in Q2 2026, selling an estimated $9.79K and leaving 38,457 shares worth $6.54M. The position accounts for 1.33% of the portfolio, ranked #21.

Uniting Wealth Partners first reported a position in XMMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.68M in Q4 2025. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Uniting Wealth Partners held 38,457 shares of Invesco S&P MidCap Momentum ETF worth $6.54M as of Q2 2026.
  • Uniting Wealth Partners sold 60 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $9.79K.
  • Invesco S&P MidCap Momentum ETF made up 1.33% of Uniting Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Uniting Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $7.68M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.