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Public ownership evidence

Invesco S&P MidCap Momentum ETF (XMMO) Ownership Disclosures

Read XMMO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2949,162$5,592,638None
AFFINITY WEALTH LLC2026-06-302026-08-27124,759$21,226,496None
AFFINITY WEALTH LLC2026-03-312026-08-27120,013$17,404,285None
AFFINITY WEALTH LLC2025-12-312026-08-27111,481$15,435,659None
AFFINITY WEALTH LLC2025-09-302026-08-27102,538$13,866,214None
AFFINITY WEALTH LLC2025-06-302026-08-27128,318$16,505,544None
AFFINITY WEALTH LLC2025-03-312026-08-27118,710$13,504,450None
AFFINITY WEALTH LLC2024-12-312026-08-27111,586$13,784,219None
CARLSON FINANCIAL, INC.2026-06-302026-08-257,626$1,297,171None
CARLSON FINANCIAL, INC.2026-03-312026-08-257,592$1,100,998None
CARLSON FINANCIAL, INC.2025-12-312026-08-257,678$1,063,155None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,187$201,956None
ATX Financial Planning, LLC2026-06-302026-08-2125,433$4,327,105None
Jackson Wealth Management, LLC2026-06-302026-08-211,221$208,000None
Kingsview Wealth Management, LLC2026-06-302026-08-2032,639$5,553,210None
Archer Investment Corp2026-06-302026-08-20265$45,087None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,657$962,493None
Beacon Pointe Advisors, LLC2026-06-302026-08-197,763$1,320,834None
Nest Investments, LLC2026-03-312026-08-195,027$729,002None
Nest Investments, LLC2025-12-312026-08-194,274$591,723None
Strive Financial Group ,LLC2026-06-302026-08-18475$80,817None
Transamerica Financial Advisors, LLC2026-06-302026-08-18206$35,083None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1810,631$1,806,990None
Wiser Advisor Group LLC2026-06-302026-08-18151$25,691None
Equitable Holdings, Inc.2026-06-302026-08-18175,074$29,787,083None
Steelhead Wealth Management LLC2026-06-302026-08-157,227$1,229,000None
Quattro Advisors LLC2026-06-302026-08-1546,049$7,834,828None
AMERIFLEX GROUP, INC.2026-06-302026-08-1515$2,552None
Synergy Investment Management, LLC2026-06-302026-08-15317$53,934None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15505$85,921None
Modern Wealth Management, LLC2026-06-302026-08-15108,083$18,389,280None
Mutual Advisors, LLC2026-06-302026-08-153,479$591,934None
Advyzon Investment Management, LLC2026-06-302026-08-1514$2,382None
Advyzon Investment Management, LLC2026-06-302026-08-151,808$307,620None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1527,188$4,625,766None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-151$170None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-151,656$281,752None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-154,011$682,454None
American Trust2026-06-302026-08-158,488$1,444,219None
Ameritas Advisory Services, LLC2026-06-302026-08-1583,256$14,165,221None
NFSG Corp2026-06-302026-08-15102$17,313None
XTX Topco Ltd2026-06-302026-08-151,694$288,217None
Western Wealth Management, LLC2026-06-302026-08-1511,744$1,998,047None
Foundations Investment Advisors, LLC2026-06-302026-08-151,267$215,572None
Qube Research & Technologies Ltd2026-06-302026-08-1515,373$2,615,562None
IFG Advisory, LLC2026-06-302026-08-1513,726$2,335,287None
Per Stirling Capital Management, LLC.2026-06-302026-08-1529,215$4,970,591None
OSAIC HOLDINGS, INC.2026-06-302026-08-15104,481$17,776,451None
OSAIC HOLDINGS, INC.2026-06-302026-08-15760$129,306None
OSAIC HOLDINGS, INC.2026-06-302026-08-1576,216$12,967,405None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.