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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Farther Finance Advisors's XMMO Position: Q1 2026 in Review

Farther Finance Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 14% in Q1 2026, selling an estimated $668K and leaving 29,526 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #383.

Farther Finance Advisors first reported a position in XMMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.73M in Q4 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Farther Finance Advisors held 29,526 shares of Invesco S&P MidCap Momentum ETF worth $4.36M as of Q1 2026.
Farther Finance Advisors sold 4,621 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $668K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Farther Finance Advisors's portfolio in Q1 2026, its #383 holding.
Farther Finance Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Invesco S&P MidCap Momentum ETF position peaked at $4.73M in Q4 2025.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.