Diversified Enterprises’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Diversified Enterprises’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	$2.56M	Sell	17,443 -123	-0.7%	-$19.2K	0.12%	83
2026 Q2	$2.99M	Sell	17,566 -102	-0.6%	-$16.6K	0.14%	72
2026 Q1	$2.56M	Sell	17,668 -54	-0.3%	-$7.81K	0.14%	75
2025 Q4	$2.45M	Sell	17,722 -334	-2%	-$45.7K	0.15%	64
2025 Q3	$2.44M	Sell	18,056 -230	-1%	-$30.3K	0.16%	58
2025 Q2	$2.35M	Sell	18,286 -321	-2%	-$38.4K	0.18%	54
2025 Q1	$2.12M	Sell	18,607 -95	-0.5%	-$11.7K	0.18%	57
2024 Q4	$2.31M	Sell	18,702 -481	-3%	-$61K	0.22%	45
2024 Q3	$2.31M	Buy	+19,183	New	+$2.22M	0.25%	38

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Diversified Enterprises's XMMO Position: Q3 2026 in Review

Diversified Enterprises reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.7% in Q3 2026, selling an estimated $19.2K and leaving 17,443 shares worth $2.56M. The position accounts for 0.12% of the portfolio, ranked #83.

Diversified Enterprises first reported a position in XMMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.99M in Q2 2026. 307 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Diversified Enterprises held 17,443 shares of Invesco S&P MidCap Momentum ETF worth $2.56M as of Q3 2026.
Diversified Enterprises sold 123 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $19.2K.
Invesco S&P MidCap Momentum ETF made up 0.12% of Diversified Enterprises's portfolio in Q3 2026, its #83 holding.
Diversified Enterprises first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Invesco S&P MidCap Momentum ETF position peaked at $2.99M in Q2 2026.
307 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.