HRC Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

HRC Wealth Management’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 Q2	$863K	Buy	5,070 +600	+13%	+$97.9K	0.35%	27
2026 Q1	$648K	Buy	4,470 +1,397	+45%	+$202K	0.31%	31
2025 Q4	$425K	Buy	3,073 +5	+0.2%	+$684	0.2%	40
2025 Q3	$415K	Buy	3,068 +399	+15%	+$52.5K	0.2%	39
2025 Q2	$343K	Sell	2,669 -394	-13%	-$47.1K	0.18%	41
2025 Q1	$348K	Buy	3,063 +161	+6%	+$19.8K	0.22%	38
2024 Q4	$358K	Buy	+2,902	New	+$368K	0.21%	33

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

HRC Wealth Management's XMMO Position: Q2 2026 in Review

HRC Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q2 2026, buying an estimated $97.9K and bringing the position to 5,070 shares worth $863K. The position accounts for 0.35% of the portfolio, ranked #27.

HRC Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

HRC Wealth Management held 5,070 shares of Invesco S&P MidCap Momentum ETF worth $863K as of Q2 2026.
HRC Wealth Management bought 600 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $97.9K.
Invesco S&P MidCap Momentum ETF made up 0.35% of HRC Wealth Management's portfolio in Q2 2026, its #27 holding.
HRC Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.