Cornerstone Planning Group
XMMO icon

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

Cornerstone Planning Group’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 		– Sell
-17
Closed -$2.75K – 1753
2026
Q2 		$2.75K Sell
17
-30
-64% -$4.89K ﹤0.01% 1239
2026
Q1 		$7.65K Buy
+47
New +$6.8K ﹤0.01% 975
2022
Q4 		$906K Buy
+11,959
New +$918K 0.38% 42

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

Cornerstone Planning Group's XMMO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2026, closing a stake of 17 shares — an estimated $2.75K sold.

Cornerstone Planning Group first reported a position in XMMO in Q4 2022 and held it in 3 quarters. The position peaked at $906K in Q4 2022. 124 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $2.75K.
  • Cornerstone Planning Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's Invesco S&P MidCap Momentum ETF position peaked at $906K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

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