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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

E&G Advisors's XMMO Position: Q2 2026 in Review

E&G Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 3,675 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #123.

E&G Advisors first reported a position in XMMO in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • E&G Advisors held 3,675 shares of Invesco S&P MidCap Momentum ETF worth $625K as of Q2 2026.
  • E&G Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.12% of E&G Advisors's portfolio in Q2 2026, its #123 holding.
  • E&G Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.