Valmark Advisers’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Valmark Advisers’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
2025 Q4	–	Sell	-8,635	Closed	-$1.17M	–	685
2025 Q3	$1.17M	Buy	8,635 +372	+5%	+$49K	0.02%	311
2025 Q2	$1.06M	Sell	8,263 -15	-0.2%	-$1.79K	0.01%	321
2025 Q1	$942K	Sell	8,278 -229	-3%	-$28.2K	0.01%	323
2024 Q4	$1.05M	Buy	+8,507	New	+$1.08M	0.02%	301

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

VIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Valmark Advisers's XMMO Position: Q4 2025 in Review

Valmark Advisers sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2025, closing a stake of 8,635 shares — an estimated $1.17M sold.

Valmark Advisers first reported a position in XMMO in Q4 2024 and held it in 4 quarters. The position peaked at $1.17M in Q3 2025. 410 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

Valmark Advisers reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
Valmark Advisers sold 8,635 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $1.17M.
Valmark Advisers first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 4 quarters.
Valmark Advisers's Invesco S&P MidCap Momentum ETF position peaked at $1.17M in Q3 2025.
410 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.