CoreCap Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

CoreCap Advisors’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	$516K	Buy	3,518 +265	+8%	+$41.3K	0.01%	534
2026 Q2	$553K	Buy	3,253 +159	+5%	+$25.9K	0.02%	518
2026 Q1	$449K	Buy	3,094 +873	+39%	+$126K	0.02%	541
2025 Q4	$308K	Buy	2,221 +2,144	+2,784%	+$293K	0.01%	645
2025 Q3	$10.4K	Sell	77 -132	-63%	-$17.4K	﹤0.01%	1916
2025 Q2	$26.9K	Buy	+209	New	+$25K	﹤0.01%	1501
2025 Q1	–	Sell	-55	Closed	-$6.79K	–	3327
2024 Q4	$6.79K	Buy	+55	New	+$6.98K	﹤0.01%	1905
2024 Q2	–	Sell	-28	Closed	-$3.22K	–	2618
2024 Q1	$3.22K	Buy	+28	New	+$2.84K	﹤0.01%	2020
2022 Q1	–	Sell	-224	Closed	-$20K	–	2131
2021 Q4	$20K	Buy	+224	New	+$20.3K	﹤0.01%	1335

Other funds holding XMMO

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

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

CoreCap Advisors's XMMO Position: Q3 2026 in Review

CoreCap Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8.1% in Q3 2026, buying an estimated $41.3K and bringing the position to 3,518 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #534.

CoreCap Advisors first reported a position in XMMO in Q4 2021 and has held it in 9 quarters since. The position peaked at $553K in Q2 2026. 124 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

CoreCap Advisors held 3,518 shares of Invesco S&P MidCap Momentum ETF worth $516K as of Q3 2026.
CoreCap Advisors bought 265 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $41.3K.
Invesco S&P MidCap Momentum ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #534 holding.
CoreCap Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's Invesco S&P MidCap Momentum ETF position peaked at $553K in Q2 2026.
124 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.