49 Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

49 Wealth Management’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 Q3	$669K	Buy	+4,560	New	+$711K	0.04%	111
2026 Q2	–	Sell	-1,794	Closed	-$260K	–	301
2026 Q1	$260K	Sell	1,794 -86	-5%	-$12.4K	0.02%	160
2025 Q4	$260K	Sell	1,880 -434	-19%	-$59.3K	0.02%	166
2025 Q3	$313K	Sell	2,314 -17	-0.7%	-$2.24K	0.03%	144
2025 Q2	$300K	Sell	2,331 -533	-19%	-$63.7K	0.03%	134
2025 Q1	$326K	Buy	2,864 +219	+8%	+$27K	0.04%	133
2024 Q4	$327K	Buy	2,645 +766	+41%	+$97.2K	0.05%	113
2024 Q3	$226K	Sell	1,879 -235	-11%	-$27.3K	0.04%	149
2024 Q2	$238K	Buy	2,114 +331	+19%	+$37.4K	0.05%	128
2024 Q1	$204K	Buy	+1,783	New	+$181K	0.04%	114

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

49 Wealth Management's XMMO Position: Q3 2026 in Review

49 Wealth Management opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2026: 4,560 shares worth $669K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in XMMO as recently as Q1 2026.

49 Wealth Management first reported a position in XMMO in Q1 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

49 Wealth Management held 4,560 shares of Invesco S&P MidCap Momentum ETF worth $669K as of Q3 2026.
Invesco S&P MidCap Momentum ETF was a new 49 Wealth Management position in Q3 2026.
Invesco S&P MidCap Momentum ETF made up 0.04% of 49 Wealth Management's portfolio in Q3 2026, its #111 holding.
49 Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on 49 Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.