WWM
XMMO icon

Western Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Western Wealth Management’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 		$2M Buy
11,744
+268
+2% +$43.7K 0.07% 300
2026
Q1 		$1.66M Sell
11,476
-42
-0.4% -$6.08K 0.06% 313
2025
Q4 		$1.59M Buy
11,518
+402
+4% +$55K 0.07% 258
2025
Q3 		$1.5M Buy
11,116
+57
+0.5% +$7.5K 0.08% 228
2025
Q2 		$1.42M Buy
11,059
+10
+0.1% +$1.2K 0.08% 212
2025
Q1 		$1.26M Buy
11,049
+62
+0.6% +$7.64K 0.08% 211
2024
Q4 		$1.36M Buy
10,987
+493
+5% +$62.6K 0.07% 257
2024
Q3 		$1.26M Buy
10,494
+227
+2% +$26.3K 0.07% 268
2024
Q2 		$1.17M Buy
10,267
+57
+0.6% +$6.43K 0.09% 204
2024
Q1 		$1.17M Buy
10,210
+33
+0.3% +$3.34K 0.09% 206
2023
Q4 		$914K Sell
10,177
-73
-0.7% -$6K 0.07% 294
2023
Q3 		$825K Buy
10,250
+337
+3% +$27.4K 0.07% 288
2023
Q2 		$788K Buy
9,913
+647
+7% +$48.8K 0.07% 281
2023
Q1 		$700K Buy
9,266
+2,633
+40% +$202K 0.07% 293
2022
Q4 		$499K Buy
6,633
+2,957
+80% +$227K 0.05% 338
2022
Q3 		$257K Buy
+3,676
New +$281K 0.01% 672

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

Western Wealth Management's XMMO Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.3% in Q2 2026, buying an estimated $43.7K and bringing the position to 11,744 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #300.

Western Wealth Management first reported a position in XMMO in Q3 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Western Wealth Management held 11,744 shares of Invesco S&P MidCap Momentum ETF worth $2M as of Q2 2026.
  • Western Wealth Management bought 268 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $43.7K.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Western Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 16 quarters since.
  • 481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.