Wealthcare Advisory Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wealthcare Advisory Partners’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	$3.49M	Sell	20,492 -80	-0.4%	-$13K	0.07%	240
2026 Q1	$2.98M	Sell	20,572 -3,685	-15%	-$533K	0.06%	275
2025 Q4	$3.36M	Buy	24,257 +879	+4%	+$120K	0.07%	249
2025 Q3	$3.16M	Buy	23,378 +10,479	+81%	+$1.38M	0.07%	243
2025 Q2	$1.66M	Buy	+12,899	New	+$1.54M	0.04%	368
2021 Q2	–	Sell	-354	Closed	-$30K	–	1900
2021 Q1	$30K	Buy	+354	New	+$29.4K	﹤0.01%	1066

Other funds holding XMMO

AWM

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealthcare Advisory Partners's XMMO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.39% in Q2 2026, selling an estimated $13K and leaving 20,492 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #240.

Wealthcare Advisory Partners first reported a position in XMMO in Q1 2021 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Wealthcare Advisory Partners held 20,492 shares of Invesco S&P MidCap Momentum ETF worth $3.49M as of Q2 2026.
Wealthcare Advisory Partners sold 80 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $13K.
Invesco S&P MidCap Momentum ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #240 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2021 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.