Cornerstone Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cornerstone Management’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	$1.52M	Buy	10,368 +196	+2%	+$30.6K	0.23%	26
2026 Q2	$1.73M	Sell	10,172 -620	-6%	-$101K	0.25%	26
2026 Q1	$1.57M	Buy	10,792 +2	+0%	+$289	0.25%	26
2025 Q4	$1.49M	Sell	10,790 -1,304	-11%	-$178K	0.24%	26
2025 Q3	$1.64M	Buy	12,094 +3	+0%	+$395	0.27%	27
2025 Q2	$1.56M	Buy	+12,091	New	+$1.44M	0.27%	28

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

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

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

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cornerstone Management's XMMO Position: Q3 2026 in Review

Cornerstone Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.9% in Q3 2026, buying an estimated $30.6K and bringing the position to 10,368 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #26.

Cornerstone Management first reported a position in XMMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.73M in Q2 2026. 96 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Cornerstone Management held 10,368 shares of Invesco S&P MidCap Momentum ETF worth $1.52M as of Q3 2026.
Cornerstone Management bought 196 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $30.6K.
Invesco S&P MidCap Momentum ETF made up 0.23% of Cornerstone Management's portfolio in Q3 2026, its #26 holding.
Cornerstone Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 6 quarters since.
Cornerstone Management's Invesco S&P MidCap Momentum ETF position peaked at $1.73M in Q2 2026.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Cornerstone Management's 13F filing for Q3 2026, filed 16 Oct 2026.