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 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	–	3336
2024 Q4	$6.79K	Buy	+55	New	+$6.98K	﹤0.01%	1905
2024 Q2	–	Sell	-28	Closed	-$3.22K	–	2635
2024 Q1	$3.22K	Buy	+28	New	+$2.84K	﹤0.01%	2020
2022 Q1	–	Sell	-224	Closed	-$20K	–	2133
2021 Q4	$20K	Buy	+224	New	+$20.3K	﹤0.01%	1335

Other funds holding XMMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return