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

Waverly 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	$5.03M	Buy	+29,577	New	+$4.82M	0.03%	459

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

Waverly Advisors's XMMO Position: Q2 2026 in Review

Waverly Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 29,577 shares worth $5.03M. The stake represents 0.03% of the portfolio and ranks #459 among its holdings.

480 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Waverly Advisors held 29,577 shares of Invesco S&P MidCap Momentum ETF worth $5.03M as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Waverly Advisors position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #459 holding.
480 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.