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VestGen Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

VestGen Advisors’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 		$3.85M Sell
22,646
-48
-0.2% -$7.83K 0.11% 182
2026
Q1 		$3.78M Sell
22,694
-3,651
-14% -$528K 0.1% 176
2025
Q4 		$3.65M Sell
26,345
-25,069
-49% -$3.43M 0.16% 140
2025
Q3 		$6.95M Buy
51,414
+10,925
+27% +$1.44M 0.23% 96
2025
Q2 		$5.21M Buy
40,489
+6,999
+21% +$836K 0.21% 104
2025
Q1 		$3.81M Buy
+33,490
New +$4.13M 0.17% 125

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

VestGen Advisors's XMMO Position: Q2 2026 in Review

VestGen Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.21% in Q2 2026, selling an estimated $7.83K and leaving 22,646 shares worth $3.85M. The position accounts for 0.11% of the portfolio, ranked #182.

VestGen Advisors first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.95M in Q3 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • VestGen Advisors held 22,646 shares of Invesco S&P MidCap Momentum ETF worth $3.85M as of Q2 2026.
  • VestGen Advisors sold 48 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $7.83K.
  • Invesco S&P MidCap Momentum ETF made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #182 holding.
  • VestGen Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Invesco S&P MidCap Momentum ETF position peaked at $6.95M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.