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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return