VIA
XMMO icon

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

Vantagepoint Investment 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
2026
Q1 		$137M Sell
944,456
-143,684
-13% -$20.8M 1.16% 40
2025
Q4 		$151M Sell
1,088,140
-109,776
-9% -$15M 1.21% 38
2025
Q3 		$162M Buy
+1,197,916
New +$158M 1.32% 38

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vantagepoint Investment Advisers's XMMO Position: Q1 2026 in Review

Vantagepoint Investment Advisers reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q1 2026, selling an estimated $20.8M and leaving 944,456 shares worth $137M. The position accounts for 1.16% of the portfolio, ranked #40.

Vantagepoint Investment Advisers first reported a position in XMMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $162M in Q3 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Vantagepoint Investment Advisers held 944,456 shares of Invesco S&P MidCap Momentum ETF worth $137M as of Q1 2026.
  • Vantagepoint Investment Advisers sold 143,684 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $20.8M.
  • Invesco S&P MidCap Momentum ETF made up 1.16% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #40 holding.
  • Vantagepoint Investment Advisers first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Vantagepoint Investment Advisers's Invesco S&P MidCap Momentum ETF position peaked at $162M in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.