CAP Partners LLC
XMMO icon

CAP Partners LLC’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

CAP Partners LLC’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 		$870K Buy
5,927
+1,017
+21% +$159K 0.4% 61
2026
Q2 		$835K Buy
4,910
+921
+23% +$150K 0.41% 59
2026
Q1 		$578K Buy
+3,989
New +$577K 0.33% 73

Other funds holding XMMO

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
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
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CAP Partners LLC's XMMO Position: Q3 2026 in Review

CAP Partners LLC increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 21% in Q3 2026, buying an estimated $159K and bringing the position to 5,927 shares worth $870K. The position accounts for 0.4% of the portfolio, ranked #61.

CAP Partners LLC first reported a position in XMMO in Q1 2026 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • CAP Partners LLC held 5,927 shares of Invesco S&P MidCap Momentum ETF worth $870K as of Q3 2026.
  • CAP Partners LLC bought 1,017 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $159K.
  • Invesco S&P MidCap Momentum ETF made up 0.4% of CAP Partners LLC's portfolio in Q3 2026, its #61 holding.
  • CAP Partners LLC first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.