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Wellington-Altus USA’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wellington-Altus USA’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 		$29.7K Buy
+205
New +$33.4K 0.02% 417
2026
Q1 		– Sell
-205
Closed -$28.4K – 755
2025
Q4 		$28.4K Buy
+205
New +$28K 0.02% 408

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

Wellington-Altus USA's XMMO Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 205 shares worth $29.7K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in XMMO as recently as Q4 2025.

Wellington-Altus USA first reported a position in XMMO in Q4 2025 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Wellington-Altus USA held 205 shares of Invesco S&P MidCap Momentum ETF worth $29.7K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Wellington-Altus USA position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #417 holding.
  • Wellington-Altus USA first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.