William Blair & Company
XMMO icon

William Blair & Company’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

William Blair & Company’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 		$6.69M Sell
39,324
-3,317
-8% -$541K 0.02% 460
2026
Q1 		$6.18M Sell
42,641
-3,673
-8% -$531K 0.02% 452
2025
Q4 		$6.41M Buy
46,314
+45
+0.1% +$6.15K 0.02% 456
2025
Q3 		$6.26M Buy
46,269
+4,472
+11% +$589K 0.02% 466
2025
Q2 		$5.38M Buy
41,797
+38,851
+1,319% +$4.64M 0.01% 473
2025
Q1 		$335K Buy
2,946
+91
+3% +$11.2K ﹤0.01% 1212
2024
Q4 		$353K Buy
2,855
+1,355
+90% +$172K ﹤0.01% 1222
2024
Q3 		$180K Sell
1,500
-800
-35% -$92.8K ﹤0.01% 1460
2024
Q2 		$262K Hold
2,300
– – ﹤0.01% 1307
2024
Q1 		$264K Hold
2,300
– – ﹤0.01% 1298
2023
Q4 		$207K Hold
2,300
– – ﹤0.01% 1389
2023
Q3 		$185K Hold
2,300
– – ﹤0.01% 1405
2023
Q2 		$183K Hold
2,300
– – ﹤0.01% 1422
2023
Q1 		$174K Hold
2,300
– – ﹤0.01% 1426
2022
Q4 		$173K Sell
2,300
-1,850
-45% -$142K ﹤0.01% 1399
2022
Q3 		$290K Hold
4,150
– – ﹤0.01% 1247
2022
Q2 		$295K Hold
4,150
– – ﹤0.01% 1279
2022
Q1 		$358K Buy
4,150
+200
+5% +$17.1K ﹤0.01% 1292
2021
Q4 		$359K Hold
3,950
– – ﹤0.01% 1349
2021
Q3 		$332K Hold
3,950
– – ﹤0.01% 1308
2021
Q2 		$338K Hold
3,950
– – ﹤0.01% 1304
2021
Q1 		$331K Sell
3,950
-190
-5% -$15.8K ﹤0.01% 1295
2020
Q4 		$324K Hold
4,140
– – ﹤0.01% 1227
2020
Q3 		$274K Sell
4,140
-10
-0.2% -$641 ﹤0.01% 1175
2020
Q2 		$246K Hold
4,150
– – ﹤0.01% 1167
2020
Q1 		$204K Sell
4,150
-660
-14% -$38.5K ﹤0.01% 1160
2019
Q4 		$294K Buy
4,810
+10
+0.2% +$593 ﹤0.01% 1176
2019
Q3 		$280K Hold
4,800
– – ﹤0.01% 1148
2019
Q2 		$282K Sell
4,800
-650
-12% -$37.7K ﹤0.01% 1167
2019
Q1 		$308K Hold
5,450
– – ﹤0.01% 1139
2018
Q4 		$245K Buy
+5,450
New +$260K ﹤0.01% 1167

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

William Blair & Company's XMMO Position: Q2 2026 in Review

William Blair & Company reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.8% in Q2 2026, selling an estimated $541K and leaving 39,324 shares worth $6.69M. The position accounts for 0.02% of the portfolio, ranked #460.

William Blair & Company first reported a position in XMMO in Q4 2018 and has held it in 31 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • William Blair & Company held 39,324 shares of Invesco S&P MidCap Momentum ETF worth $6.69M as of Q2 2026.
  • William Blair & Company sold 3,317 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $541K.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of William Blair & Company's portfolio in Q2 2026, its #460 holding.
  • William Blair & Company first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and has held it in 31 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.