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Valued Retirements’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Valued Retirements’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 		$1.57M Buy
9,221
+578
+7% +$94.3K 1.41% 21
2026
Q1 		$1.25M Sell
8,643
-1,524
-15% -$220K 1.23% 22
2025
Q4 		$1.41M Buy
10,167
+429
+4% +$58.7K 1.38% 20
2025
Q3 		$1.25M Hold
9,738
– – 1.41% 21
2025
Q2 		$1.25M Sell
9,738
-252
-3% -$30.1K 1.41% 21
2025
Q1 		$1.14M Sell
9,990
-57
-0.6% -$7.02K 1.49% 19
2024
Q4 		$1.24M Hold
10,047
– – 1.67% 15
2024
Q3 		$1.21M Hold
10,047
– – 1.67% 13
2024
Q2 		$1.15M Hold
10,047
– – 1.74% 13
2024
Q1 		$1.15M Hold
10,047
– – 1.85% 14
2023
Q4 		$902K Buy
+10,047
New +$826K 1.56% 18

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

Valued Retirements's XMMO Position: Q2 2026 in Review

Valued Retirements increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.7% in Q2 2026, buying an estimated $94.3K and bringing the position to 9,221 shares worth $1.57M. The position accounts for 1.41% of the portfolio, ranked #21.

Valued Retirements first reported a position in XMMO in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Valued Retirements held 9,221 shares of Invesco S&P MidCap Momentum ETF worth $1.57M as of Q2 2026.
  • Valued Retirements bought 578 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $94.3K.
  • Invesco S&P MidCap Momentum ETF made up 1.41% of Valued Retirements's portfolio in Q2 2026, its #21 holding.
  • Valued Retirements first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.