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

Wealth Enhancement Trust 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 		$22.2K Buy
131
+1
+0.8% +$163 ﹤0.01% 607
2026
Q1 		$18.9K Hold
130
– – ﹤0.01% 546
2025
Q4 		$18K Buy
+130
New +$17.8K ﹤0.01% 523

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
Envestnet Asset Management
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.77% in Q2 2026, buying an estimated $163 and bringing the position to 131 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Wealth Enhancement Trust Services first reported a position in XMMO in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Wealth Enhancement Trust Services held 131 shares of Invesco S&P MidCap Momentum ETF worth $22.2K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1 Invesco S&P MidCap Momentum ETF share in Q2 2026, an estimated $163.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #607 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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