Vantage Financial Partners (Wisconsin)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$2.23M	Sell	16,136 -413	-2%	-$56.5K	0.45%	36
2025 Q3	$2.24M	Sell	16,549 -497	-3%	-$65.4K	0.47%	37
2025 Q2	$2.19M	Buy	17,046 +1,432	+9%	+$171K	0.51%	35
2025 Q1	$1.78M	Buy	15,614 +775	+5%	+$95.5K	0.44%	35
2024 Q4	$1.83M	Buy	14,839 +3,295	+29%	+$418K	0.46%	32
2024 Q3	$1.39M	Buy	11,544 +5,254	+84%	+$609K	0.34%	42
2024 Q2	$717K	Buy	+6,290	New	+$710K	0.19%	60

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

Vantage Financial Partners (Wisconsin)'s XMMO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.5% in Q4 2025, selling an estimated $56.5K and leaving 16,136 shares worth $2.23M. The position accounts for 0.45% of the portfolio, ranked #36.

Vantage Financial Partners (Wisconsin) first reported a position in XMMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q3 2025. 410 funds tracked by Wall St. Rank hold XMMO as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 16,136 shares of Invesco S&P MidCap Momentum ETF worth $2.23M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 413 Invesco S&P MidCap Momentum ETF shares in Q4 2025, an estimated $56.5K.
Invesco S&P MidCap Momentum ETF made up 0.45% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #36 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
Vantage Financial Partners (Wisconsin)'s Invesco S&P MidCap Momentum ETF position peaked at $2.24M in Q3 2025.
410 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.