Certified Advisory Corp’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Certified Advisory Corp’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	$2.65M	Buy	15,578 +428	+3%	+$69.8K	0.21%	105
2026 Q1	$2.2M	Sell	15,150 -594	-4%	-$85.9K	0.2%	113
2025 Q4	$2.18M	Sell	15,744 -148	-0.9%	-$20.2K	0.2%	116
2025 Q3	$2.15M	Buy	15,892 +11	+0.1%	+$1.45K	0.2%	110
2025 Q2	$2.04M	Buy	15,881 +151	+1%	+$18K	0.21%	107
2025 Q1	$1.79M	Buy	15,730 +529	+3%	+$65.2K	0.2%	108
2024 Q4	$1.88M	Buy	15,201 +1,103	+8%	+$140K	0.2%	108
2024 Q3	$1.7M	Buy	14,098 +2,145	+18%	+$249K	0.19%	114
2024 Q2	$1.36M	Buy	11,953 +1,391	+13%	+$157K	0.17%	119
2024 Q1	$1.21M	Buy	10,562 +853	+9%	+$86.4K	0.17%	117
2023 Q4	$872K	Buy	9,709 +199	+2%	+$16.4K	0.13%	135
2023 Q3	$766K	Buy	9,510 +122	+1%	+$9.92K	0.14%	129
2023 Q2	$747K	Sell	9,388 -464	-5%	-$35K	0.14%	130
2023 Q1	$744K	Sell	9,852 -438	-4%	-$33.6K	0.13%	144
2022 Q4	$775K	Buy	10,290 +396	+4%	+$30.4K	0.15%	135
2022 Q3	$690K	Buy	9,894 +530	+6%	+$40.6K	0.16%	131
2022 Q2	$666K	Sell	9,364 -372	-4%	-$29.7K	0.15%	133
2022 Q1	$840K	Buy	9,736 +6	+0.1%	+$512	0.18%	124
2021 Q4	$885K	Buy	9,730 +503	+5%	+$45.6K	0.2%	121
2021 Q3	$776K	Sell	9,227 -4	-0%	-$343	0.19%	123
2021 Q2	$790K	Buy	9,231 +907	+11%	+$76.2K	0.2%	113
2021 Q1	$698K	Buy	+8,324	New	+$691K	0.18%	116
2020 Q2	$484K	Buy	8,165 +22	+0.3%	+$1.23K	0.16%	124
2020 Q1	$400K	Buy	8,143 +121	+2%	+$7.06K	0.16%	118
2019 Q4	$490K	Buy	8,022 +9	+0.1%	+$534	0.16%	119
2019 Q3	$467K	Buy	8,013 +580	+8%	+$34.1K	0.16%	113
2019 Q2	$437K	Buy	7,433 +375	+5%	+$21.7K	0.16%	113
2019 Q1	$399K	Buy	7,058 +3,858	+121%	+$203K	0.17%	113
2018 Q4	$144K	Buy	+3,200	New	+$153K	0.07%	168

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Certified Advisory Corp's XMMO Position: Q2 2026 in Review

Certified Advisory Corp increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.8% in Q2 2026, buying an estimated $69.8K and bringing the position to 15,578 shares worth $2.65M. The position accounts for 0.21% of the portfolio, ranked #105.

Certified Advisory Corp first reported a position in XMMO in Q4 2018 and has held it in 29 quarters since. 151 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Certified Advisory Corp held 15,578 shares of Invesco S&P MidCap Momentum ETF worth $2.65M as of Q2 2026.
Certified Advisory Corp bought 428 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $69.8K.
Invesco S&P MidCap Momentum ETF made up 0.21% of Certified Advisory Corp's portfolio in Q2 2026, its #105 holding.
Certified Advisory Corp first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and has held it in 29 quarters since.
151 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.