Hazlett, Burt & Watson’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Hazlett, Burt & Watson’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	$303K	Buy	2,043 +203	+11%	+$31.7K	0.08%	209
2026 Q2	$313K	Buy	1,840 +90	+5%	+$14.7K	0.08%	211
2026 Q1	$255K	Buy	1,750 +152	+10%	+$22K	0.08%	219
2025 Q4	$223K	Buy	1,598 +410	+35%	+$56.1K	0.07%	236
2025 Q3	$163K	Buy	1,188 +517	+77%	+$68K	0.06%	253
2025 Q2	$87K	Buy	671 +132	+24%	+$15.8K	0.04%	297
2025 Q1	$60K	Buy	539 +158	+41%	+$19.5K	0.03%	333
2024 Q4	$47K	Buy	+381	New	+$48.3K	0.02%	367

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hazlett, Burt & Watson's XMMO Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 11% in Q3 2026, buying an estimated $31.7K and bringing the position to 2,043 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #209.

Hazlett, Burt & Watson first reported a position in XMMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $313K in Q2 2026. 349 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Hazlett, Burt & Watson held 2,043 shares of Invesco S&P MidCap Momentum ETF worth $303K as of Q3 2026.
Hazlett, Burt & Watson bought 203 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $31.7K.
Invesco S&P MidCap Momentum ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #209 holding.
Hazlett, Burt & Watson first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Hazlett, Burt & Watson's Invesco S&P MidCap Momentum ETF position peaked at $313K in Q2 2026.
349 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.