Insight Wealth Strategies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Insight Wealth Strategies’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	$15.5M	Buy	93,115 +1,040	+1%	+$170K	1.51%	22
2026 Q1	$13.4M	Buy	92,075 +1,016	+1%	+$147K	1.49%	20
2025 Q4	$12.6M	Buy	91,059 +1,362	+2%	+$186K	1.45%	23
2025 Q3	$12.1M	Buy	89,697 +148	+0.2%	+$19.5K	1.43%	20
2025 Q2	$11.5M	Buy	89,549 +1,504	+2%	+$180K	1.46%	20
2025 Q1	$10M	Buy	+88,045	New	+$10.8M	1.35%	22

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Insight Wealth Strategies's XMMO Position: Q2 2026 in Review

Insight Wealth Strategies increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.1% in Q2 2026, buying an estimated $170K and bringing the position to 93,115 shares worth $15.5M. The position accounts for 1.51% of the portfolio, ranked #22.

Insight Wealth Strategies first reported a position in XMMO in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Insight Wealth Strategies held 93,115 shares of Invesco S&P MidCap Momentum ETF worth $15.5M as of Q2 2026.
Insight Wealth Strategies bought 1,040 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $170K.
Invesco S&P MidCap Momentum ETF made up 1.51% of Insight Wealth Strategies's portfolio in Q2 2026, its #22 holding.
Insight Wealth Strategies first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
155 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

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