Wall Street Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wall Street Financial Group’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	$2.77M	Buy	16,299 +9,621	+144%	+$1.57M	1.48%	20
2026 Q1	$968K	Buy	6,678 +399	+6%	+$57.7K	0.57%	33
2025 Q4	$870K	Buy	6,279 +412	+7%	+$56.3K	0.63%	25
2025 Q3	$793K	Buy	+5,867	New	+$772K	0.58%	30

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wall Street Financial Group's XMMO Position: Q2 2026 in Review

Wall Street Financial Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 144% in Q2 2026, buying an estimated $1.57M and bringing the position to 16,299 shares worth $2.77M. The position accounts for 1.48% of the portfolio, ranked #20.

Wall Street Financial Group first reported a position in XMMO in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Wall Street Financial Group held 16,299 shares of Invesco S&P MidCap Momentum ETF worth $2.77M as of Q2 2026.
Wall Street Financial Group bought 9,621 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $1.57M.
Invesco S&P MidCap Momentum ETF made up 1.48% of Wall Street Financial Group's portfolio in Q2 2026, its #20 holding.
Wall Street Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
291 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.