Veridan Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Veridan Wealth’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	$418K	Sell	2,456 -20	-0.8%	-$3.26K	0.14%	58
2026 Q1	$359K	Buy	2,476 +4	+0.2%	+$579	0.13%	63
2025 Q4	$342K	Buy	2,472 +4	+0.2%	+$547	0.12%	65
2025 Q3	$334K	Buy	+2,468	New	+$325K	0.11%	66
2025 Q1	$1.46M	Buy	12,848 +1,280	+11%	+$158K	0.66%	35
2024 Q4	$1.5M	Buy	+11,568	New	+$1.47M	0.7%	36
2024 Q2	$339K	Buy	+2,638	New	+$298K	0.14%	64

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Veridan Wealth's XMMO Position: Q2 2026 in Review

Veridan Wealth reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.81% in Q2 2026, selling an estimated $3.26K and leaving 2,456 shares worth $418K. The position accounts for 0.14% of the portfolio, ranked #58.

Veridan Wealth first reported a position in XMMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Veridan Wealth held 2,456 shares of Invesco S&P MidCap Momentum ETF worth $418K as of Q2 2026.
Veridan Wealth sold 20 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $3.26K.
Invesco S&P MidCap Momentum ETF made up 0.14% of Veridan Wealth's portfolio in Q2 2026, its #58 holding.
Veridan Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's Invesco S&P MidCap Momentum ETF position peaked at $1.5M in Q4 2024.
483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.