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

Convergence Financial’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	$1.44M	Buy	+9,819	New	+$1.53M	0.2%	88

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

Convergence Financial's XMMO Position: Q3 2026 in Review

Convergence Financial opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2026: 9,819 shares worth $1.44M. The stake represents 0.2% of the portfolio and ranks #88 among its holdings.

258 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Convergence Financial held 9,819 shares of Invesco S&P MidCap Momentum ETF worth $1.44M as of Q3 2026.
Invesco S&P MidCap Momentum ETF was a new Convergence Financial position in Q3 2026.
Invesco S&P MidCap Momentum ETF made up 0.2% of Convergence Financial's portfolio in Q3 2026, its #88 holding.
258 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.