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

MFA Wealth 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	$1.37M	Buy	9,351 +23	+0.2%	+$3.59K	0.81%	33
2026 Q2	$1.59M	Buy	9,328 +163	+2%	+$26.6K	0.95%	26
2026 Q1	$1.33M	Sell	9,165 -1,728	-16%	-$250K	0.88%	28
2025 Q4	$1.51M	Sell	10,893 -101	-0.9%	-$13.8K	1.02%	23
2025 Q3	$1.49M	Sell	10,994 -7,722	-41%	-$1.02M	1.03%	22
2025 Q2	$2.41M	Buy	18,716 +1,035	+6%	+$124K	1.81%	13
2025 Q1	$2.01M	Buy	17,681 +7,336	+71%	+$904K	1.65%	15
2024 Q4	$1.28M	Buy	+10,345	New	+$1.31M	1.03%	23

Other funds holding XMMO

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

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

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

MFA Wealth Services's XMMO Position: Q3 2026 in Review

MFA Wealth Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.25% in Q3 2026, buying an estimated $3.59K and bringing the position to 9,351 shares worth $1.37M. The position accounts for 0.81% of the portfolio, ranked #33.

MFA Wealth Services first reported a position in XMMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q2 2025. 118 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

MFA Wealth Services held 9,351 shares of Invesco S&P MidCap Momentum ETF worth $1.37M as of Q3 2026.
MFA Wealth Services bought 23 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $3.59K.
Invesco S&P MidCap Momentum ETF made up 0.81% of MFA Wealth Services's portfolio in Q3 2026, its #33 holding.
MFA Wealth Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Invesco S&P MidCap Momentum ETF position peaked at $2.41M in Q2 2025.
118 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

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