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Walled Lake Planning & Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Walled Lake Planning & 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 		$681K Sell
4,006
-529
-12% -$86.3K 0.17% 65
2026
Q1 		$658K Sell
4,535
-1,477
-25% -$214K 0.19% 63
2025
Q4 		$832K Buy
6,012
+7
+0.1% +$957 0.26% 52
2025
Q3 		$812K Buy
+6,005
New +$790K 0.27% 48

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

Walled Lake Planning & Wealth Management's XMMO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 12% in Q2 2026, selling an estimated $86.3K and leaving 4,006 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #65.

Walled Lake Planning & Wealth Management first reported a position in XMMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $832K in Q4 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,006 shares of Invesco S&P MidCap Momentum ETF worth $681K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 529 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $86.3K.
  • Invesco S&P MidCap Momentum ETF made up 0.17% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Walled Lake Planning & Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $832K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.