Y-Intercept (HK)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Y-Intercept (HK)’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	–	Sell	-2,391	Closed	-$331K	–	2120
2025 Q4	$331K	Sell	2,391 -5,832	-71%	-$797K	0.01%	1349
2025 Q3	$1.11M	Buy	8,223 +5,506	+203%	+$725K	0.03%	932
2025 Q2	$349K	Sell	2,717 -2,397	-47%	-$286K	0.01%	1319
2025 Q1	$582K	Buy	5,114 +1,616	+46%	+$199K	0.04%	631
2024 Q4	$432K	Sell	3,498 -2,910	-45%	-$369K	0.03%	799
2024 Q3	$771K	Buy	+6,408	New	+$743K	0.05%	557

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Y-Intercept (HK)'s XMMO Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 2,391 shares — an estimated $331K sold.

Y-Intercept (HK) first reported a position in XMMO in Q3 2024 and held it in 6 quarters. The position peaked at $1.11M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Y-Intercept (HK) reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 2,391 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $331K.
Y-Intercept (HK) first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and held it in 6 quarters.
Y-Intercept (HK)'s Invesco S&P MidCap Momentum ETF position peaked at $1.11M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.