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Fiduciary Planning’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fiduciary Planning’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 		$6.48M Buy
44,170
+1,631
+4% +$254K 1.67% 15
2026
Q2 		$7.24M Buy
42,539
+192
+0.5% +$31.3K 1.89% 15
2026
Q1 		$6.14M Sell
42,347
-255
-0.6% -$36.9K 1.85% 16
2025
Q4 		$5.9M Buy
42,602
+560
+1% +$76.6K 1.79% 16
2025
Q3 		$5.69M Buy
42,042
+3,316
+9% +$436K 1.74% 15
2025
Q2 		$4.98M Sell
38,726
-2,661
-6% -$318K 1.65% 15
2025
Q1 		$4.71M Sell
41,387
-1,217
-3% -$150K 1.55% 15
2024
Q4 		$5.26M Sell
42,604
-3,282
-7% -$416K 1.71% 15
2024
Q3 		$5.52M Buy
45,886
+2,793
+6% +$324K 1.87% 15
2024
Q2 		$4.91M Buy
+43,093
New +$4.86M 1.76% 15

Other funds holding XMMO

FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Fiduciary Planning's XMMO Position: Q3 2026 in Review

Fiduciary Planning increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.8% in Q3 2026, buying an estimated $254K and bringing the position to 44,170 shares worth $6.48M. The position accounts for 1.67% of the portfolio, ranked #15.

Fiduciary Planning first reported a position in XMMO in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.24M in Q2 2026. 55 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Fiduciary Planning held 44,170 shares of Invesco S&P MidCap Momentum ETF worth $6.48M as of Q3 2026.
  • Fiduciary Planning bought 1,631 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $254K.
  • Invesco S&P MidCap Momentum ETF made up 1.67% of Fiduciary Planning's portfolio in Q3 2026, its #15 holding.
  • Fiduciary Planning first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Planning's Invesco S&P MidCap Momentum ETF position peaked at $7.24M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.