Commonwealth Financial Services
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Commonwealth Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Commonwealth Financial 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
Q3 		$1.21M Sell
8,264
-16,387
-66% -$2.56M 0.22% 80
2026
Q2 		$4.19M Buy
24,651
+16,526
+203% +$2.7M 0.56% 37
2026
Q1 		$1.18M Hold
8,125
– – 0.19% 72
2025
Q4 		$1.12M Sell
8,125
-1
-0% -$137 0.19% 73
2025
Q3 		$1.1M Sell
8,126
-479
-6% -$63K 0.19% 69
2025
Q2 		$1.11M Sell
8,605
-659
-7% -$78.7K 0.21% 66
2025
Q1 		$1.05M Sell
9,264
-41,265
-82% -$5.08M 0.22% 73
2024
Q4 		$6.24M Buy
50,529
+19,267
+62% +$2.44M 1.22% 27
2024
Q3 		$3.75M Buy
31,262
+21,449
+219% +$2.49M 0.74% 36
2024
Q2 		$1.11M Buy
9,813
+264
+3% +$29.8K 0.23% 60
2024
Q1 		$858K Buy
9,549
+470
+5% +$47.6K 0.2% 69
2023
Q4 		$815K Sell
9,079
-16,142
-64% -$1.33M 0.19% 73
2023
Q3 		$2.03M Buy
+25,221
New +$2.05M 0.6% 40

Other funds holding XMMO

Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Commonwealth Financial Services's XMMO Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 66% in Q3 2026, selling an estimated $2.56M and leaving 8,264 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #80.

Commonwealth Financial Services first reported a position in XMMO in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.24M in Q4 2024. 137 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Commonwealth Financial Services held 8,264 shares of Invesco S&P MidCap Momentum ETF worth $1.21M as of Q3 2026.
  • Commonwealth Financial Services sold 16,387 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $2.56M.
  • Invesco S&P MidCap Momentum ETF made up 0.22% of Commonwealth Financial Services's portfolio in Q3 2026, its #80 holding.
  • Commonwealth Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 13 quarters since.
  • Commonwealth Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $6.24M in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.