Crescent Sterling’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Crescent Sterling’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	$406K	Buy	2,766 +103	+4%	+$16.1K	0.33%	66
2026 Q2	$453K	Buy	2,663 +337	+14%	+$55K	0.41%	60
2026 Q1	$337K	Buy	2,326 +93	+4%	+$13.5K	0.33%	65
2025 Q4	$309K	Buy	2,233 +95	+4%	+$13K	0.32%	66
2025 Q3	$289K	Buy	2,138 +2	+0.1%	+$263	0.3%	64
2025 Q2	$275K	Buy	2,136 +132	+7%	+$15.8K	0.31%	64
2025 Q1	$228K	Buy	+2,004	New	+$247K	0.23%	71

Other funds holding XMMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

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

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Crescent Sterling's XMMO Position: Q3 2026 in Review

Crescent Sterling increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.9% in Q3 2026, buying an estimated $16.1K and bringing the position to 2,766 shares worth $406K. The position accounts for 0.33% of the portfolio, ranked #66.

Crescent Sterling first reported a position in XMMO in Q1 2025 and has held it in 7 quarters since. The position peaked at $453K in Q2 2026. 182 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Crescent Sterling held 2,766 shares of Invesco S&P MidCap Momentum ETF worth $406K as of Q3 2026.
Crescent Sterling bought 103 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $16.1K.
Invesco S&P MidCap Momentum ETF made up 0.33% of Crescent Sterling's portfolio in Q3 2026, its #66 holding.
Crescent Sterling first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 7 quarters since.
Crescent Sterling's Invesco S&P MidCap Momentum ETF position peaked at $453K in Q2 2026.
182 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Crescent Sterling's 13F filing for Q3 2026, filed 16 Oct 2026.