Capital Advisory Group Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-4,402	Closed	-$610K	–	167
2025 Q4	$610K	Hold	4,402	–	–	0.18%	101
2025 Q3	$595K	Hold	4,402	–	–	0.19%	106
2025 Q2	$566K	Sell	4,402 -4,946	-53%	-$591K	0.2%	102
2025 Q1	$1.06M	Sell	9,348 -329	-3%	-$40.5K	0.41%	70
2024 Q4	$1.2M	Sell	9,677 -65	-0.7%	-$8.25K	0.43%	64
2024 Q3	$1.17M	Sell	9,742 -18	-0.2%	-$2.09K	0.47%	59
2024 Q2	$1.11M	Buy	9,760 +7	+0.1%	+$790	0.48%	57
2024 Q1	$1.12M	Sell	9,753 -112	-1%	-$11.3K	0.53%	53
2023 Q4	$886K	Sell	9,865 -111	-1%	-$9.12K	0.47%	59
2023 Q3	$803K	Sell	9,976 -107	-1%	-$8.7K	0.46%	61
2023 Q2	$802K	Buy	10,083 +66	+0.7%	+$4.98K	0.57%	47
2023 Q1	$756K	Sell	10,017 -129	-1%	-$9.89K	0.45%	63
2022 Q4	$764K	Sell	10,146 -652	-6%	-$50.1K	0.52%	54
2022 Q3	$753K	Sell	10,798 -1,290	-11%	-$98.7K	0.52%	55
2022 Q2	$940K	Sell	12,088 -1,589	-12%	-$127K	0.56%	52
2022 Q1	$1.18M	Buy	+13,677	New	+$1.17M	0.55%	50
2021 Q4	–	Sell	-13,882	Closed	-$1.17M	–	526
2021 Q3	$1.17M	Buy	13,882 +1,372	+11%	+$117K	0.42%	62
2021 Q2	$1.07M	Sell	12,510 -300	-2%	-$25.2K	0.39%	64
2021 Q1	$1.07M	Buy	12,810 +901	+8%	+$74.8K	0.42%	69
2020 Q4	$932K	Sell	11,909 -177	-1%	-$12.8K	0.39%	63
2020 Q3	$800K	Buy	12,086 +3,566	+42%	+$228K	0.41%	59
2020 Q2	$505K	Buy	+8,520	New	+$474K	0.28%	76

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advisory Group Advisory Services's XMMO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 4,402 shares — an estimated $610K sold.

Capital Advisory Group Advisory Services first reported a position in XMMO in Q2 2020 and held it in 22 quarters. The position peaked at $1.2M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 4,402 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $610K.
Capital Advisory Group Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and held it in 22 quarters.
Capital Advisory Group Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $1.2M in Q4 2024.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.