XMMO

Invesco S&p Midcap Momentum

Latest period2026 - Q2Total superinvestors64

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 64 superinvestors own shares of Invesco S&p Midcap Momentum (XMMO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p Midcap Momentum (XMMO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco S&p Midcap Momentum (XMMO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco S&p Midcap Momentum (XMMO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Aryn Sands@Focus Financial Network, Inc.
Recent Activity
Increased 1.16%
0.67%
$21.333M
125,386 shares@ 170.15 avg price
Jarrett Jacobs@Fifth Third Securities, Inc.
Recent Activity
Increased 5.3%
0.99%
$17.226M
101,244 shares@ 170.15 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.44%
0.03%
$15.427M
95,520 shares@ 161.52 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 1.13%
1.51%
$15.457M
93,115 shares@ 166.0 avg price
Daniel Ortega@B. Riley Wealth Advisors, Inc.
Recent Activity
Increased 957.78%
0.49%
$8.991M
53,703 shares@ 167.42 avg price
Stacie Brass@Accel Wealth Management
Recent Activity
Increased 10.04%
1.21%
$5.345M
31,416 shares@ 170.15 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 10.48%
0.6%
$4.94M
29,037 shares@ 170.15 avg price
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Decreased -12.84%
0.08%
$4.851M
28,483 shares@ 170.3 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Decreased -29.51%
0.09%
$4.807M
28,254 shares@ 170.15 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
Increased 17.39%
0.09%
$4.616M
27,128 shares@ 170.15 avg price

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