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 Q2	$5.76M	Buy	33,868 +21,086	+165%	+$3.44M	2.03%	17
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XMMO Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 165% in Q2 2026, buying an estimated $3.44M and bringing the position to 33,868 shares worth $5.76M. The position accounts for 2.03% of the portfolio, ranked #17.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XMMO in Q4 2024 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 33,868 shares of Invesco S&P MidCap Momentum ETF worth $5.76M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 21,086 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $3.44M.
Invesco S&P MidCap Momentum ETF made up 2.03% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #17 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 6 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.