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

Capital Investment 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 Q2	$38.8K	Hold	228	–	–	﹤0.01%	987
2026 Q1	$33K	Buy	228 +1	+0.4%	+$145	﹤0.01%	923
2025 Q4	$31.5K	Hold	227	–	–	﹤0.01%	900
2025 Q3	$30.7K	Sell	227 -63	-22%	-$8.29K	﹤0.01%	846
2025 Q2	$37.3K	Buy	290 +1	+0.3%	+$119	﹤0.01%	795
2025 Q1	$32.9K	Buy	289 +64	+28%	+$7.88K	﹤0.01%	759
2024 Q4	$27.9K	Hold	225	–	–	﹤0.01%	724
2024 Q3	$27.1K	Buy	+225	New	+$26.1K	﹤0.01%	766

Other funds holding XMMO

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Capital Investment Advisory Services's XMMO Position: Q2 2026 in Review

Capital Investment Advisory Services held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 228 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Capital Investment Advisory Services first reported a position in XMMO in Q3 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Capital Investment Advisory Services held 228 shares of Invesco S&P MidCap Momentum ETF worth $38.8K as of Q2 2026.
Capital Investment Advisory Services left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #987 holding.
Capital Investment Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
139 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.