Instrumental Wealth
XMMO icon

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
Q3 		$235K Buy
1,599
+180
+13% +$28.1K 0.11% 79
2026
Q2 		$241K Buy
+1,419
New +$231K 0.12% 77

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Dala Group
Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Affinity Wealth
Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

Instrumental Wealth's XMMO Position: Q3 2026 in Review

Instrumental Wealth increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q3 2026, buying an estimated $28.1K and bringing the position to 1,599 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #79.

Instrumental Wealth first reported a position in XMMO in Q2 2026 and has held it in 2 quarters since. The position peaked at $241K in Q2 2026. 258 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Instrumental Wealth held 1,599 shares of Invesco S&P MidCap Momentum ETF worth $235K as of Q3 2026.
  • Instrumental Wealth bought 180 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $28.1K.
  • Invesco S&P MidCap Momentum ETF made up 0.11% of Instrumental Wealth's portfolio in Q3 2026, its #79 holding.
  • Instrumental Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's Invesco S&P MidCap Momentum ETF position peaked at $241K in Q2 2026.
  • 258 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.