CWMGP
XMMO icon

Capstone Wealth Management Group (Pennsylvania)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$1.85M Buy
12,782
+936
+8% +$135K 0.78% 29
2025
Q4 		$1.64M Buy
11,846
+5,841
+97% +$799K 0.69% 30
2025
Q3 		$812K Buy
+6,005
New +$790K 0.34% 41
2025
Q2 		– Sell
-28,228
Closed -$3.21M – 75
2025
Q1 		$3.21M Buy
28,228
+16,865
+148% +$2.08M 1.83% 17
2024
Q4 		$1.4M Buy
+11,363
New +$1.44M 0.75% 30

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XMMO Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.9% in Q1 2026, buying an estimated $135K and bringing the position to 12,782 shares worth $1.85M. The position accounts for 0.78% of the portfolio, ranked #29.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XMMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.21M in Q1 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 12,782 shares of Invesco S&P MidCap Momentum ETF worth $1.85M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 936 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $135K.
  • Invesco S&P MidCap Momentum ETF made up 0.78% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #29 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 5 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Invesco S&P MidCap Momentum ETF position peaked at $3.21M in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.