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

Lloyd 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	$13.8K	Sell	94 -99	-51%	-$15.4K	0.01%	358
2026 Q2	$32.9K	Buy	+193	New	+$31.5K	0.01%	270
2021 Q1	–	Sell	-21	Closed	-$2K	–	417
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	323
2020 Q3	$1K	Sell	21 -22,389	-100%	-$1.43M	﹤0.01%	317
2020 Q2	$1.33M	Buy	+22,410	New	+$1.25M	0.84%	16

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

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

Lloyd Advisory Services reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 51% in Q3 2026, selling an estimated $15.4K and leaving 94 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #358.

Lloyd Advisory Services first reported a position in XMMO in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.33M in Q2 2020. 199 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Lloyd Advisory Services held 94 shares of Invesco S&P MidCap Momentum ETF worth $13.8K as of Q3 2026.
Lloyd Advisory Services sold 99 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $15.4K.
Invesco S&P MidCap Momentum ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #358 holding.
Lloyd Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and has held it in 5 quarters since.
Lloyd Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $1.33M in Q2 2020.
199 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

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