Wagner Wealth Management (South Carolina)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q2	–	Sell	-45	Closed	-$5.12K	–	265
2025 Q1	$5.12K	Hold	45	–	–	﹤0.01%	203
2024 Q4	$5.56K	Hold	45	–	–	﹤0.01%	204
2024 Q3	$5.42K	Buy	45 +10	+29%	+$1.16K	﹤0.01%	197
2024 Q2	$3.99K	Hold	35	–	–	﹤0.01%	229
2024 Q1	$4.02K	Buy	+35	New	+$3.55K	﹤0.01%	224

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XMMO Position: Q2 2025 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 45 shares — an estimated $5.12K sold.

Wagner Wealth Management (South Carolina) first reported a position in XMMO in Q1 2024 and held it in 5 quarters. The position peaked at $5.56K in Q4 2024. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

Wagner Wealth Management (South Carolina) reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 45 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $5.12K.
Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Invesco S&P MidCap Momentum ETF position peaked at $5.56K in Q4 2024.
351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2025, filed 17 Jul 2025.