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

Win 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	$13M	Buy	+76,701	New	+$12.5M	4.65%	5
2025 Q3	–	Sell	-14,874	Closed	-$1.91M	–	81
2025 Q2	$1.91M	Buy	+14,874	New	+$1.78M	0.92%	24
2025 Q1	–	Sell	-99,161	Closed	-$12.2M	–	88
2024 Q4	$12.2M	Buy	+99,161	New	+$12.6M	5.93%	2
2024 Q2	–	Sell	-133,328	Closed	-$15.3M	–	83
2024 Q1	$15.3M	Buy	+133,328	New	+$13.5M	6.75%	2
2023 Q1	–	Sell	-1,486	Closed	-$112K	–	150
2022 Q4	$112K	Sell	1,486 -225	-13%	-$17.3K	0.04%	18
2022 Q3	$119K	Sell	1,711 -431	-20%	-$33K	0.04%	16
2022 Q2	$155K	Sell	2,142 -1,891	-47%	-$151K	0.3%	22
2022 Q1	$348K	Sell	4,033 -16,801	-81%	-$1.43M	0.09%	44
2021 Q4	$1.9M	Buy	+20,834	New	+$1.89M	0.43%	30

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

Win Advisors's XMMO Position: Q2 2026 in Review

Win Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 76,701 shares worth $13M. The stake represents 4.65% of the portfolio and ranks #5 among its holdings. This is a return to the name: Win Advisors previously reported a position in XMMO as recently as Q2 2025.

Win Advisors first reported a position in XMMO in Q4 2021 and has held it in 9 quarters since. The position peaked at $15.3M in Q1 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Win Advisors held 76,701 shares of Invesco S&P MidCap Momentum ETF worth $13M as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Win Advisors position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 4.65% of Win Advisors's portfolio in Q2 2026, its #5 holding.
Win Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 9 quarters since.
Win Advisors's Invesco S&P MidCap Momentum ETF position peaked at $15.3M in Q1 2024.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.