Focus Financial Network’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Focus Financial Network’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	$18.7M	Buy	127,536 +2,150	+2%	+$335K	0.57%	35
2026 Q2	$21.3M	Buy	125,386 +1,432	+1%	+$234K	0.66%	28
2026 Q1	$18M	Buy	123,954 +4,391	+4%	+$635K	0.64%	29
2025 Q4	$16.6M	Sell	119,563 -1,460	-1%	-$200K	0.58%	35
2025 Q3	$16.4M	Buy	121,023 +1,172	+1%	+$154K	0.58%	34
2025 Q2	$15.4M	Buy	119,851 +2	+0%	+$239	0.61%	32
2025 Q1	$13.6M	Sell	119,849 -2,915	-2%	-$359K	0.56%	36
2024 Q4	$15.2M	Sell	122,764 -1,221	-1%	-$155K	0.6%	35
2024 Q3	$14.9M	Buy	123,985 +934	+0.8%	+$108K	0.61%	32
2024 Q2	$14.3M	Sell	123,051 -4,011	-3%	-$453K	0.61%	32
2024 Q1	$13.6M	Sell	127,062 -1,924	-1%	-$195K	0.66%	30
2023 Q4	$11.6M	Buy	128,986 +946	+0.7%	+$77.8K	0.44%	47
2023 Q3	$10.3M	Buy	128,040 +3,486	+3%	+$283K	0.58%	37
2023 Q2	$9.9M	Buy	124,554 +7,266	+6%	+$548K	0.55%	39
2023 Q1	$8.86M	Buy	117,288 +5,440	+5%	+$417K	0.55%	40
2022 Q4	$8.42M	Buy	111,848 +1,600	+1%	+$123K	0.69%	32
2022 Q3	$7.69M	Buy	110,248 +2,800	+3%	+$214K	0.66%	29
2022 Q2	$7.64M	Buy	107,448 +4,767	+5%	+$381K	0.63%	32
2022 Q1	$8.86M	Buy	+102,681	New	+$8.76M	0.62%	32
2021 Q1	–	Sell	-83,044	Closed	-$6.5M	–	568
2020 Q4	$6.5M	Buy	83,044 +8,699	+12%	+$630K	0.58%	35
2020 Q3	$4.92M	Buy	74,345 +6,493	+10%	+$416K	0.46%	49
2020 Q2	$4.02M	Buy	67,852 +3,247	+5%	+$181K	0.45%	50
2020 Q1	$3.17M	Buy	64,605 +18,600	+40%	+$1.09M	0.43%	54
2019 Q4	$2.81M	Buy	46,005 +19,154	+71%	+$1.14M	0.34%	66
2019 Q3	$1.56M	Buy	26,851 +8,678	+48%	+$510K	0.22%	96
2019 Q2	$1.07M	Buy	18,173 +12,671	+230%	+$734K	0.16%	122
2019 Q1	$311K	Buy	+5,502	New	+$289K	0.05%	273

Other funds holding XMMO

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Focus Financial Network's XMMO Position: Q3 2026 in Review

Focus Financial Network increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.7% in Q3 2026, buying an estimated $335K and bringing the position to 127,536 shares worth $18.7M. The position accounts for 0.57% of the portfolio, ranked #35.

Focus Financial Network first reported a position in XMMO in Q1 2019 and has held it in 27 quarters since. The position peaked at $21.3M in Q2 2026. 94 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Focus Financial Network held 127,536 shares of Invesco S&P MidCap Momentum ETF worth $18.7M as of Q3 2026.
Focus Financial Network bought 2,150 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $335K.
Invesco S&P MidCap Momentum ETF made up 0.57% of Focus Financial Network's portfolio in Q3 2026, its #35 holding.
Focus Financial Network first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and has held it in 27 quarters since.
Focus Financial Network's Invesco S&P MidCap Momentum ETF position peaked at $21.3M in Q2 2026.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.