Wealth Enhancement Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wealth Enhancement Advisory Services’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	$15.4M	Sell	95,520 -424	-0.4%	-$69.2K	0.03%	517
2026 Q1	$14.2M	Sell	95,944 -60,223	-39%	-$8.71M	0.03%	489
2025 Q4	$22.3M	Buy	156,167 +2,168	+1%	+$296K	0.03%	450
2025 Q3	$20.8M	Sell	153,999 -9,733	-6%	-$1.28M	0.03%	444
2025 Q2	$21.4M	Sell	163,732 -43,163	-21%	-$5.16M	0.04%	404
2025 Q1	$23.5M	Sell	206,895 -157,957	-43%	-$19.5M	0.05%	350
2024 Q4	$45.1M	Sell	364,852 -16,792	-4%	-$2.13M	0.09%	218
2024 Q3	$45.9M	Sell	381,644 -10,263	-3%	-$1.19M	0.1%	204
2024 Q2	$44.7M	Sell	391,907 -76,451	-16%	-$8.63M	0.11%	192
2024 Q1	$53.8M	Sell	468,358 -3,971	-0.8%	-$402K	0.14%	151
2023 Q4	$42.4M	Sell	472,329 -1,362,081	-74%	-$112M	0.12%	167
2023 Q3	$148M	Buy	+1,834,410	New	+$149M	0.49%	38

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's XMMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.44% in Q2 2026, selling an estimated $69.2K and leaving 95,520 shares worth $15.4M. The position accounts for 0.03% of the portfolio, ranked #517.

Wealth Enhancement Advisory Services first reported a position in XMMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $148M in Q3 2023. 176 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Wealth Enhancement Advisory Services held 95,520 shares of Invesco S&P MidCap Momentum ETF worth $15.4M as of Q2 2026.
Wealth Enhancement Advisory Services sold 424 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $69.2K.
Invesco S&P MidCap Momentum ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #517 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $148M in Q3 2023.
176 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.