Kestra Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Kestra Advisory Services’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	$17M	Buy	116,138 +9,637	+9%	+$1.5M	0.05%	386
2026 Q2	$18.1M	Buy	106,501 +55,546	+109%	+$9.06M	0.06%	339
2026 Q1	$7.39M	Buy	50,955 +11,531	+29%	+$1.67M	0.03%	593
2025 Q4	$5.46M	Buy	39,424 +938	+2%	+$128K	0.02%	685
2025 Q3	$5.2M	Buy	38,486 +4,081	+12%	+$537K	0.02%	663
2025 Q2	$4.43M	Sell	34,405 -6,466	-16%	-$773K	0.02%	700
2025 Q1	$4.65M	Sell	40,871 -20,012	-33%	-$2.47M	0.02%	603
2024 Q4	$7.52M	Sell	60,883 -40,366	-40%	-$5.12M	0.04%	439
2024 Q3	$12.2M	Buy	101,249 +14,558	+17%	+$1.69M	0.07%	306
2024 Q2	$9.9M	Buy	86,691 +44,613	+106%	+$5.04M	0.06%	368
2024 Q1	$4.83M	Buy	42,078 +8,740	+26%	+$886K	0.03%	537
2023 Q4	$2.99M	Sell	33,338 -2,113	-6%	-$174K	0.02%	639
2023 Q3	$2.85M	Buy	35,451 +4,730	+15%	+$385K	0.03%	568
2023 Q2	$2.44M	Buy	30,721 +10,776	+54%	+$812K	0.02%	604
2023 Q1	$1.51M	Buy	19,945 +11,758	+144%	+$901K	0.02%	753
2022 Q4	$616K	Sell	8,187 -14,450	-64%	-$1.11M	0.01%	1274
2022 Q3	$1.58M	Sell	22,637 -354	-2%	-$27.1K	0.02%	759
2022 Q2	$1.64M	Buy	22,991 +14,860	+183%	+$1.19M	0.02%	752
2022 Q1	$702K	Sell	8,131 -13,118	-62%	-$1.12M	0.01%	1110
2021 Q4	$1.93M	Sell	21,249 -18,027	-46%	-$1.63M	0.02%	694
2021 Q3	$3.3M	Buy	39,276 +9,048	+30%	+$775K	0.03%	530
2021 Q2	$2.59M	Sell	30,228 -1,809	-6%	-$152K	0.03%	557
2021 Q1	$2.68M	Sell	32,037 -987	-3%	-$82K	0.03%	505
2020 Q4	$2.58M	Buy	33,024 +48	+0.1%	+$3.47K	0.03%	518
2020 Q3	$2.33M	Buy	+32,976	New	+$2.11M	0.04%	391

Other funds holding XMMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Kestra Advisory Services's XMMO Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9% in Q3 2026, buying an estimated $1.5M and bringing the position to 116,138 shares worth $17M. The position accounts for 0.05% of the portfolio, ranked #386.

Kestra Advisory Services first reported a position in XMMO in Q3 2020 and has held it in 25 quarters since. The position peaked at $18.1M in Q2 2026. 204 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Kestra Advisory Services held 116,138 shares of Invesco S&P MidCap Momentum ETF worth $17M as of Q3 2026.
Kestra Advisory Services bought 9,637 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $1.5M.
Invesco S&P MidCap Momentum ETF made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #386 holding.
Kestra Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $18.1M in Q2 2026.
204 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.