Vista Cima Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Vista Cima Wealth Management’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	$3.18M	Buy	18,680 +186	+1%	+$30.3K	2.37%	15
2026 Q1	$2.68M	Buy	18,494 +5,940	+47%	+$859K	2.65%	14
2025 Q4	$1.74M	Sell	12,554 -60	-0.5%	-$8.2K	1.45%	20
2025 Q3	$1.71M	Buy	12,614 +763	+6%	+$100K	1.42%	18
2025 Q2	$1.52M	Buy	11,851 +148	+1%	+$17.7K	1.43%	20
2025 Q1	$1.33M	Sell	11,703 -2,298	-16%	-$283K	1.43%	19
2024 Q4	$1.73M	Buy	+14,001	New	+$1.78M	1.8%	17

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

Vista Cima Wealth Management's XMMO Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1% in Q2 2026, buying an estimated $30.3K and bringing the position to 18,680 shares worth $3.18M. The position accounts for 2.37% of the portfolio, ranked #15.

Vista Cima Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Vista Cima Wealth Management held 18,680 shares of Invesco S&P MidCap Momentum ETF worth $3.18M as of Q2 2026.
Vista Cima Wealth Management bought 186 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $30.3K.
Invesco S&P MidCap Momentum ETF made up 2.37% of Vista Cima Wealth Management's portfolio in Q2 2026, its #15 holding.
Vista Cima Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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