Whipplewood Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Whipplewood Advisors’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	$526K	Sell	3,092 -509	-14%	-$83K	0.35%	74
2026 Q1	$522K	Buy	3,601 +104	+3%	+$15K	0.27%	84
2025 Q4	$484K	Sell	3,497 -10	-0.3%	-$1.37K	0.31%	86
2025 Q3	$474K	Buy	3,507 +17	+0.5%	+$2.24K	0.31%	84
2025 Q2	$449K	Sell	3,490 -33,402	-91%	-$3.99M	0.25%	96
2025 Q1	$387K	Buy	36,892 +33,476	+980%	+$4.12M	0.23%	102
2024 Q4	$422K	Buy	+3,416	New	+$433K	0.24%	95

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Whipplewood Advisors's XMMO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 14% in Q2 2026, selling an estimated $83K and leaving 3,092 shares worth $526K. The position accounts for 0.35% of the portfolio, ranked #74.

Whipplewood Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Whipplewood Advisors held 3,092 shares of Invesco S&P MidCap Momentum ETF worth $526K as of Q2 2026.
Whipplewood Advisors sold 509 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $83K.
Invesco S&P MidCap Momentum ETF made up 0.35% of Whipplewood Advisors's portfolio in Q2 2026, its #74 holding.
Whipplewood Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.