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

Hershey Financial Advisers’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 		$466K Buy
+3,215
New +$465K 0.4% 66
2025
Q4 		– Sell
-3,310
Closed -$448K – 113
2025
Q3 		$448K Buy
+3,310
New +$436K 0.38% 67

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
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
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hershey Financial Advisers's XMMO Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026: 3,215 shares worth $466K. The stake represents 0.4% of the portfolio and ranks #66 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in XMMO as recently as Q3 2025.

Hershey Financial Advisers first reported a position in XMMO in Q3 2025 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Hershey Financial Advisers held 3,215 shares of Invesco S&P MidCap Momentum ETF worth $466K as of Q1 2026.
  • Invesco S&P MidCap Momentum ETF was a new Hershey Financial Advisers position in Q1 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.4% of Hershey Financial Advisers's portfolio in Q1 2026, its #66 holding.
  • Hershey Financial Advisers first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.