Accel Wealth Management
XMMO icon

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

Accel 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 		$5.42M Buy
36,934
+5,518
+18% +$861K 1.17% 21
2026
Q2 		$5.35M Buy
31,416
+2,864
+10% +$467K 1.2% 23
2026
Q1 		$4.14M Buy
28,552
+3,771
+15% +$545K 1.08% 23
2025
Q4 		$3.43M Buy
24,781
+2,482
+11% +$339K 0.94% 28
2025
Q3 		$3.02M Buy
22,299
+720
+3% +$94.8K 0.88% 29
2025
Q2 		$2.78M Buy
21,579
+687
+3% +$82.1K 0.93% 24
2025
Q1 		$2.38M Buy
20,892
+5,790
+38% +$713K 0.86% 27
2024
Q4 		$1.87M Buy
15,102
+1,702
+13% +$216K 0.71% 36
2024
Q3 		$1.61M Buy
13,400
+401
+3% +$46.5K 0.6% 49
2024
Q2 		$1.48M Buy
12,999
+353
+3% +$39.8K 0.59% 45
2024
Q1 		$1.45M Buy
12,646
+1,482
+13% +$150K 0.62% 44
2023
Q4 		$1M Buy
11,164
+717
+7% +$58.9K 0.5% 53
2023
Q3 		$841K Sell
10,447
-24
-0.2% -$1.95K 0.47% 63
2023
Q2 		$833K Buy
10,471
+872
+9% +$65.7K 0.46% 64
2023
Q1 		$725K Buy
9,599
+308
+3% +$23.6K 0.3% 82
2022
Q4 		$700K Sell
9,291
-2
-0% -$154 0.33% 64
2022
Q3 		$692K Sell
9,293
-323
-3% -$24.7K 0.37% 64
2022
Q2 		$695K Sell
9,616
-593
-6% -$47.4K 0.4% 60
2022
Q1 		$890K Buy
10,209
+883
+9% +$75.3K 0.46% 55
2021
Q4 		$848K Buy
9,326
+3,263
+54% +$295K 0.42% 58
2021
Q3 		$510K Buy
6,063
+910
+18% +$77.9K 0.33% 68
2021
Q2 		$441K Buy
5,153
+619
+14% +$52K 0.29% 77
2021
Q1 		$380K Buy
4,534
+1,929
+74% +$160K 0.31% 69
2020
Q4 		$204K Buy
+2,605
New +$189K 0.19% 118

Other funds holding XMMO

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

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

Accel Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 18% in Q3 2026, buying an estimated $861K and bringing the position to 36,934 shares worth $5.42M. The position accounts for 1.17% of the portfolio, ranked #21.

Accel Wealth Management first reported a position in XMMO in Q4 2020 and has held it in 24 quarters since. 159 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Accel Wealth Management held 36,934 shares of Invesco S&P MidCap Momentum ETF worth $5.42M as of Q3 2026.
  • Accel Wealth Management bought 5,518 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $861K.
  • Invesco S&P MidCap Momentum ETF made up 1.17% of Accel Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Accel Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 24 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

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