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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P MidCap Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
49,162
Value (USD)
$5,592,638
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XMMO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XMMO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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