Act Wealth Management
XMMO icon

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

Act 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 		$635K Sell
4,325
-1,069
-20% -$167K 0.19% 32
2026
Q2 		$918K Sell
5,394
-184
-3% -$30K 0.27% 24
2026
Q1 		$809K Sell
5,578
-685
-11% -$99.1K 0.27% 25
2025
Q4 		$867K Buy
6,263
+10
+0.2% +$1.37K 0.28% 23
2025
Q3 		$846K Sell
6,253
-144
-2% -$19K 0.3% 23
2025
Q2 		$823K Buy
6,397
+375
+6% +$44.8K 0.35% 22
2025
Q1 		$685K Buy
6,022
+16
+0.3% +$1.97K 0.31% 23
2024
Q4 		$742K Buy
6,006
+7
+0.1% +$888 0.35% 21
2024
Q3 		$722K Sell
5,999
-741
-11% -$85.9K 0.32% 19
2024
Q2 		$768K Buy
6,740
+4
+0.1% +$452 0.38% 19
2024
Q1 		$774K Buy
6,736
+6
+0.1% +$608 0.39% 16
2023
Q4 		$604K Buy
6,730
+427
+7% +$35.1K 0.33% 20
2023
Q3 		$507K Buy
6,303
+180
+3% +$14.6K 0.34% 18
2023
Q2 		$487K Buy
6,123
+10
+0.2% +$754 0.27% 19
2023
Q1 		$462K Sell
6,113
-66
-1% -$5.06K 0.27% 20
2022
Q4 		$465K Buy
6,179
+1,622
+36% +$125K 0.29% 19
2022
Q3 		$318K Buy
+4,557
New +$349K 0.23% 20

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
Dala Group
Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 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
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 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

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

Act Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 20% in Q3 2026, selling an estimated $167K and leaving 4,325 shares worth $635K. The position accounts for 0.19% of the portfolio, ranked #32.

Act Wealth Management first reported a position in XMMO in Q3 2022 and has held it in 17 quarters since. The position peaked at $918K in Q2 2026. 189 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Act Wealth Management held 4,325 shares of Invesco S&P MidCap Momentum ETF worth $635K as of Q3 2026.
  • Act Wealth Management sold 1,069 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $167K.
  • Invesco S&P MidCap Momentum ETF made up 0.19% of Act Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Act Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 17 quarters since.
  • Act Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $918K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.