HBW Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

HBW Advisory Services’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	$5.04M	Buy	34,343 +2,721	+9%	+$425K	0.5%	42
2026 Q2	$5.38M	Buy	31,622 +1,446	+5%	+$236K	0.49%	44
2026 Q1	$4.38M	Buy	30,176 +143	+0.5%	+$20.7K	0.46%	49
2025 Q4	$4.16M	Buy	30,033 +817	+3%	+$112K	0.45%	45
2025 Q3	$3.95M	Buy	29,216 +938	+3%	+$123K	0.44%	50
2025 Q2	$3.64M	Buy	28,278 +17,939	+174%	+$2.14M	0.45%	47
2025 Q1	$1.18M	Buy	10,339 +1,289	+14%	+$159K	0.17%	123
2024 Q4	$1.12M	Sell	9,050 -3,255	-26%	-$413K	0.11%	128
2024 Q3	$1.48M	Buy	12,305 +845	+7%	+$98K	0.22%	104
2024 Q2	$1.31M	Buy	11,460 +4,359	+61%	+$492K	0.22%	118
2024 Q1	$638K	Hold	7,101	–	–	0.12%	161
2023 Q4	$638K	Sell	7,101 -791	-10%	-$65K	0.12%	161
2023 Q3	$635K	Sell	7,892 -402	-5%	-$32.7K	0.13%	157
2023 Q2	$660K	Sell	8,294 -1,488	-15%	-$112K	0.14%	152
2023 Q1	$739K	Buy	9,782 +527	+6%	+$40.4K	0.18%	131
2022 Q4	$697K	Buy	9,255 +6,334	+217%	+$486K	0.18%	139
2022 Q3	$204K	Buy	+2,921	New	+$224K	0.06%	210

Other funds holding XMMO

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 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

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

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

HBW Advisory Services's XMMO Position: Q3 2026 in Review

HBW Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8.6% in Q3 2026, buying an estimated $425K and bringing the position to 34,343 shares worth $5.04M. The position accounts for 0.5% of the portfolio, ranked #42.

HBW Advisory Services first reported a position in XMMO in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.38M in Q2 2026. 137 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

HBW Advisory Services held 34,343 shares of Invesco S&P MidCap Momentum ETF worth $5.04M as of Q3 2026.
HBW Advisory Services bought 2,721 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $425K.
Invesco S&P MidCap Momentum ETF made up 0.5% of HBW Advisory Services's portfolio in Q3 2026, its #42 holding.
HBW Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 17 quarters since.
HBW Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $5.38M in Q2 2026.
137 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.