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

Goldstone Financial Group’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	$336K	Sell	2,314 -14	-0.6%	-$2.02K	0.04%	188
2025 Q4	$322K	Hold	2,328	–	–	0.04%	186
2025 Q3	$315K	Sell	2,328 -79	-3%	-$10.4K	0.04%	186
2025 Q2	$314K	Buy	2,407 +14	+0.6%	+$1.67K	0.04%	178
2025 Q1	$272K	Sell	2,393 -25	-1%	-$3.08K	0.04%	176
2024 Q4	$299K	Hold	2,418	–	–	0.05%	166
2024 Q3	$291K	Sell	2,418 -5,172	-68%	-$600K	0.05%	155
2024 Q2	$865K	Sell	7,590 -506	-6%	-$57.1K	0.17%	88
2024 Q1	$930K	Buy	+8,096	New	+$820K	0.21%	75
2023 Q4	–	Sell	-11,825	Closed	-$952K	–	171
2023 Q3	$952K	Buy	+11,825	New	+$961K	0.28%	70

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

Goldstone Financial Group's XMMO Position: Q1 2026 in Review

Goldstone Financial Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.6% in Q1 2026, selling an estimated $2.02K and leaving 2,314 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #188.

Goldstone Financial Group first reported a position in XMMO in Q3 2023 and has held it in 10 quarters since. The position peaked at $952K in Q3 2023. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Goldstone Financial Group held 2,314 shares of Invesco S&P MidCap Momentum ETF worth $336K as of Q1 2026.
Goldstone Financial Group sold 14 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $2.02K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Goldstone Financial Group's portfolio in Q1 2026, its #188 holding.
Goldstone Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 10 quarters since.
Goldstone Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $952K in Q3 2023.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.