Elm3 Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Elm3 Financial 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 Q2	$3.7M	Buy	21,776 +357	+2%	+$58.2K	2.54%	7
2026 Q1	$3.11M	Buy	21,419 +1	+0%	+$145	2.62%	10
2025 Q4	$2.97M	Sell	21,418 -2,873	-12%	-$393K	2.46%	10
2025 Q3	$3.28M	Sell	24,291 -2,103	-8%	-$277K	2.69%	11
2025 Q2	$3.4M	Sell	26,394 -2,674	-9%	-$319K	2.82%	11
2025 Q1	$3.31M	Buy	29,068 +3,534	+14%	+$435K	2.91%	10
2024 Q4	$3.15M	Buy	+25,534	New	+$3.24M	2.69%	11

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elm3 Financial Group's XMMO Position: Q2 2026 in Review

Elm3 Financial Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.7% in Q2 2026, buying an estimated $58.2K and bringing the position to 21,776 shares worth $3.7M. The position accounts for 2.54% of the portfolio, ranked #7.

Elm3 Financial Group first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Elm3 Financial Group held 21,776 shares of Invesco S&P MidCap Momentum ETF worth $3.7M as of Q2 2026.
Elm3 Financial Group bought 357 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $58.2K.
Invesco S&P MidCap Momentum ETF made up 2.54% of Elm3 Financial Group's portfolio in Q2 2026, its #7 holding.
Elm3 Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.