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

Gimbal Financial’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
2025
Q3 		$16.9M Buy
124,617
+2,476
+2% +$326K 10.12% 4
2025
Q2 		$15.7M Buy
+122,141
New +$14.6M 9.65% 4
2025
Q1 		– Sell
-54,815
Closed -$6.77M – 52
2024
Q4 		$6.77M Buy
+54,815
New +$6.95M 5.53% 5

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gimbal Financial's XMMO Position: Q3 2025 in Review

Gimbal Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2% in Q3 2025, buying an estimated $326K and bringing the position to 124,617 shares worth $16.9M. The position accounts for 10.12% of the portfolio, ranked #4.

Gimbal Financial first reported a position in XMMO in Q4 2024 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

  • Gimbal Financial held 124,617 shares of Invesco S&P MidCap Momentum ETF worth $16.9M as of Q3 2025.
  • Gimbal Financial bought 2,476 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $326K.
  • Invesco S&P MidCap Momentum ETF made up 10.12% of Gimbal Financial's portfolio in Q3 2025, its #4 holding.
  • Gimbal Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.