IAG Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

IAG Wealth Partners’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	$7.04K	Sell	48 -17	-26%	-$2.65K	﹤0.01%	430
2026 Q2	$11.1K	Buy	65 +10	+18%	+$1.63K	﹤0.01%	371
2026 Q1	$7.98K	Hold	55	–	–	﹤0.01%	400
2025 Q4	$7.62K	Hold	55	–	–	﹤0.01%	382
2025 Q3	$7.44K	Hold	55	–	–	﹤0.01%	404
2025 Q2	$7.08K	Hold	55	–	–	﹤0.01%	376
2025 Q1	$6.26K	Sell	55 -19	-26%	-$2.34K	﹤0.01%	386
2024 Q4	$9.14K	Sell	74 -223	-75%	-$28.3K	﹤0.01%	357
2024 Q3	$35.7K	Buy	297 +248	+506%	+$28.8K	0.01%	220
2024 Q2	$5.59K	Hold	49	–	–	﹤0.01%	388
2024 Q1	$5.63K	Hold	49	–	–	﹤0.01%	367
2023 Q4	$4.4K	Buy	+49	New	+$4.03K	﹤0.01%	364

Other funds holding XMMO

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

IAG Wealth Partners's XMMO Position: Q3 2026 in Review

IAG Wealth Partners reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 26% in Q3 2026, selling an estimated $2.65K and leaving 48 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

IAG Wealth Partners first reported a position in XMMO in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.7K in Q3 2024. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

IAG Wealth Partners held 48 shares of Invesco S&P MidCap Momentum ETF worth $7.04K as of Q3 2026.
IAG Wealth Partners sold 17 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $2.65K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #430 holding.
IAG Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and has held it in 12 quarters since.
IAG Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $35.7K in Q3 2024.
409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.