Impact Partnership Wealth
XMMO icon

Impact Partnership Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Impact Partnership Wealth’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 		$267K Hold
1,818
– – 0.02% 386
2026
Q2 		$309K Buy
1,818
+69
+4% +$11.3K 0.03% 338
2026
Q1 		$254K Buy
+1,749
New +$253K 0.03% 304

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Impact Partnership Wealth's XMMO Position: Q3 2026 in Review

Impact Partnership Wealth held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2026 at 1,818 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #386.

Impact Partnership Wealth first reported a position in XMMO in Q1 2026 and has held it in 3 quarters since. The position peaked at $309K in Q2 2026. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Impact Partnership Wealth held 1,818 shares of Invesco S&P MidCap Momentum ETF worth $267K as of Q3 2026.
  • Impact Partnership Wealth left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #386 holding.
  • Impact Partnership Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • Impact Partnership Wealth's Invesco S&P MidCap Momentum ETF position peaked at $309K in Q2 2026.
  • 409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.