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Farther Finance Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Farther Finance 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 		$4.78M Buy
32,558
+2,139
+7% +$334K 0.03% 446
2026
Q2 		$5.18M Buy
30,419
+893
+3% +$146K 0.04% 399
2026
Q1 		$4.36M Sell
29,526
-4,621
-14% -$668K 0.04% 383
2025
Q4 		$4.73M Buy
34,147
+18,669
+121% +$2.55M 0.05% 320
2025
Q3 		$2.09M Buy
15,478
+10,419
+206% +$1.37M 0.03% 444
2025
Q2 		$651K Buy
5,059
+2,861
+130% +$342K 0.01% 783
2025
Q1 		$253K Buy
2,198
+1,516
+222% +$187K 0.01% 1127
2024
Q4 		$84.3K Sell
682
-77
-10% -$9.77K ﹤0.01% 1384
2024
Q3 		$91.3K Sell
759
-658
-46% -$76.3K ﹤0.01% 1342
2024
Q2 		$160K Buy
+1,417
New +$160K 0.01% 938

Other funds holding XMMO

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's XMMO Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7% in Q3 2026, buying an estimated $334K and bringing the position to 32,558 shares worth $4.78M. The position accounts for 0.03% of the portfolio, ranked #446.

Farther Finance Advisors first reported a position in XMMO in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.18M in Q2 2026. 24 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Farther Finance Advisors held 32,558 shares of Invesco S&P MidCap Momentum ETF worth $4.78M as of Q3 2026.
  • Farther Finance Advisors bought 2,139 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $334K.
  • Invesco S&P MidCap Momentum ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #446 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Invesco S&P MidCap Momentum ETF position peaked at $5.18M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.