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

World Investment 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
Q1 		$9.79M Buy
67,490
+60,868
+919% +$8.8M 0.16% 146
2025
Q4 		$917K Buy
6,622
+113
+2% +$15.5K 0.01% 717
2025
Q3 		$880K Buy
6,509
+1,882
+41% +$248K 0.02% 604
2025
Q2 		$595K Buy
4,627
+79
+2% +$9.44K 0.01% 675
2025
Q1 		$517K Sell
4,548
-7,668
-63% -$945K 0.01% 687
2024
Q4 		$1.51M Buy
12,216
+8,386
+219% +$1.06M 0.04% 388
2024
Q3 		$461K Sell
3,830
-345
-8% -$40K 0.01% 609
2024
Q2 		$476K Buy
+4,175
New +$471K 0.03% 413
2023
Q4 		– Sell
-22,282
Closed -$1.79M – 405
2023
Q3 		$1.79M Sell
22,282
-1,456
-6% -$118K 0.36% 58
2023
Q2 		$1.89M Buy
23,738
+17,452
+278% +$1.32M 0.37% 50
2023
Q1 		$475K Buy
+6,286
New +$482K 0.1% 138
2021
Q1 		– Sell
-6,347
Closed -$559K – 250
2020
Q4 		$559K Sell
6,347
-418
-6% -$30.3K 0.14% 113
2020
Q3 		$448K Sell
6,765
-25
-0.4% -$1.6K 0.15% 90
2020
Q2 		$450K Buy
+6,790
New +$378K 0.16% 90
2020
Q1 		– Sell
-4,385
Closed -$268K – 180
2019
Q4 		$268K Buy
+4,385
New +$260K 0.1% 118

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Investment Advisors's XMMO Position: Q1 2026 in Review

World Investment Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 919% in Q1 2026, buying an estimated $8.8M and bringing the position to 67,490 shares worth $9.79M. The position accounts for 0.16% of the portfolio, ranked #146.

World Investment Advisors first reported a position in XMMO in Q4 2019 and has held it in 15 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • World Investment Advisors held 67,490 shares of Invesco S&P MidCap Momentum ETF worth $9.79M as of Q1 2026.
  • World Investment Advisors bought 60,868 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $8.8M.
  • Invesco S&P MidCap Momentum ETF made up 0.16% of World Investment Advisors's portfolio in Q1 2026, its #146 holding.
  • World Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 15 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.