Lodestone Wealth Management
XMMO icon

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

Lodestone Wealth Management’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 		$521K Buy
3,550
+414
+13% +$64.6K 0.18% 117
2026
Q2 		$534K Buy
3,136
+613
+24% +$100K 0.19% 112
2026
Q1 		$366K Buy
2,523
+267
+12% +$38.6K 0.15% 130
2025
Q4 		$312K Buy
2,256
+44
+2% +$6.02K 0.13% 137
2025
Q3 		$299K Buy
2,212
+148
+7% +$19.5K 0.13% 140
2025
Q2 		$265K Buy
2,064
+294
+17% +$35.1K 0.13% 140
2025
Q1 		$201K Buy
1,770
+61
+4% +$7.52K 0.11% 152
2024
Q4 		$211K Buy
+1,709
New +$217K 0.11% 146

Other funds holding XMMO

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Lodestone Wealth Management's XMMO Position: Q3 2026 in Review

Lodestone Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q3 2026, buying an estimated $64.6K and bringing the position to 3,550 shares worth $521K. The position accounts for 0.18% of the portfolio, ranked #117.

Lodestone Wealth Management first reported a position in XMMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $534K in Q2 2026. 191 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Lodestone Wealth Management held 3,550 shares of Invesco S&P MidCap Momentum ETF worth $521K as of Q3 2026.
  • Lodestone Wealth Management bought 414 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $64.6K.
  • Invesco S&P MidCap Momentum ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Lodestone Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 8 quarters since.
  • Lodestone Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $534K in Q2 2026.
  • 191 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.