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

Abound 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	$18.9K	Hold	129	–	–	﹤0.01%	431
2026 Q2	$21.9K	Sell	129 -86	-40%	-$14K	﹤0.01%	356
2026 Q1	$31.1K	Buy	215 +156	+264%	+$22.6K	0.01%	321
2025 Q4	$8.13K	Hold	59	–	–	﹤0.01%	546
2025 Q3	$7.94K	Hold	59	–	–	﹤0.01%	538
2025 Q2	$7.55K	Hold	59	–	–	﹤0.01%	492
2025 Q1	$6.66K	Buy	59 +1	+2%	+$123	﹤0.01%	477
2024 Q4	$7.21K	Hold	58	–	–	﹤0.01%	457
2024 Q3	$7.02K	Hold	58	–	–	﹤0.01%	476
2024 Q2	$6.64K	Hold	58	–	–	﹤0.01%	445
2024 Q1	$6.69K	Hold	58	–	–	﹤0.01%	451
2023 Q4	$5.23K	Hold	58	–	–	﹤0.01%	494
2023 Q3	$4.68K	Hold	58	–	–	﹤0.01%	476
2023 Q2	$4.61K	Hold	58	–	–	﹤0.01%	505
2023 Q1	$4.37K	Hold	58	–	–	﹤0.01%	443
2022 Q4	$4.34K	Buy	58 +1	+2%	+$77	﹤0.01%	375
2022 Q3	$4.01K	Buy	+57	New	+$4.36K	﹤0.01%	390

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

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

Abound Wealth Management held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2026 at 129 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Abound Wealth Management first reported a position in XMMO in Q3 2022 and has held it in 17 quarters since. The position peaked at $31.1K in Q1 2026. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Abound Wealth Management held 129 shares of Invesco S&P MidCap Momentum ETF worth $18.9K as of Q3 2026.
Abound Wealth Management left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #431 holding.
Abound Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 17 quarters since.
Abound Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $31.1K in Q1 2026.
409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.