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

Instrumental 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 Q2	$241K	Buy	+1,419	New	+$231K	0.12%	77

Other funds holding XMMO

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

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

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

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Instrumental Wealth's XMMO Position: Q2 2026 in Review

Instrumental Wealth opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,419 shares worth $241K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings.

76 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Instrumental Wealth held 1,419 shares of Invesco S&P MidCap Momentum ETF worth $241K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Instrumental Wealth position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.12% of Instrumental Wealth's portfolio in Q2 2026, its #77 holding.
76 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.