E&G Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

E&G 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 Q3	$599K	Buy	4,085 +410	+11%	+$64K	0.12%	127
2026 Q2	$625K	Hold	3,675	–	–	0.12%	123
2026 Q1	$533K	Buy	3,675 +5	+0.1%	+$723	0.12%	134
2025 Q4	$508K	Hold	3,670	–	–	0.11%	131
2025 Q3	$496K	Buy	+3,670	New	+$483K	0.12%	132

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

E&G Advisors's XMMO Position: Q3 2026 in Review

E&G Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 11% in Q3 2026, buying an estimated $64K and bringing the position to 4,085 shares worth $599K. The position accounts for 0.12% of the portfolio, ranked #127.

E&G Advisors first reported a position in XMMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $625K in Q2 2026. 191 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

E&G Advisors held 4,085 shares of Invesco S&P MidCap Momentum ETF worth $599K as of Q3 2026.
E&G Advisors bought 410 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $64K.
Invesco S&P MidCap Momentum ETF made up 0.12% of E&G Advisors's portfolio in Q3 2026, its #127 holding.
E&G Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 5 quarters since.
E&G Advisors's Invesco S&P MidCap Momentum ETF position peaked at $625K in Q2 2026.
191 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.