WEG
XMMO icon

World Equity Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

World Equity Group’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 		$1.44M Sell
8,486
-408
-5% -$66.5K 0.32% 66
2026
Q1 		$1.29M Sell
8,894
-122
-1% -$17.6K 0.33% 65
2025
Q4 		$1.25M Buy
9,016
+128
+1% +$17.5K 0.35% 61
2025
Q3 		$1.2M Buy
8,888
+1,304
+17% +$172K 0.27% 79
2025
Q2 		$976K Buy
7,584
+2,650
+54% +$317K 0.27% 84
2025
Q1 		$562K Sell
4,934
-4,511
-48% -$556K 0.16% 133
2024
Q4 		$1.17M Buy
9,445
+4,952
+110% +$628K 0.25% 88
2024
Q3 		$541K Buy
4,493
+441
+11% +$51.1K 0.2% 119
2024
Q2 		$462K Sell
4,052
-680
-14% -$76.8K 0.14% 162
2024
Q1 		$543K Buy
+4,732
New +$480K 0.11% 176

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

World Equity Group's XMMO Position: Q2 2026 in Review

World Equity Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.6% in Q2 2026, selling an estimated $66.5K and leaving 8,486 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #66.

World Equity Group first reported a position in XMMO in Q1 2024 and has held it in 10 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • World Equity Group held 8,486 shares of Invesco S&P MidCap Momentum ETF worth $1.44M as of Q2 2026.
  • World Equity Group sold 408 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $66.5K.
  • Invesco S&P MidCap Momentum ETF made up 0.32% of World Equity Group's portfolio in Q2 2026, its #66 holding.
  • World Equity Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.