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 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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

MFA Wealth Services's XMMO Position: Q2 2026 in Review

MFA Wealth Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.8% in Q2 2026, buying an estimated $26.6K and bringing the position to 9,328 shares worth $1.59M. The position accounts for 0.95% of the portfolio, ranked #26.

MFA Wealth Services first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q2 2025. 109 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

MFA Wealth Services held 9,328 shares of Invesco S&P MidCap Momentum ETF worth $1.59M as of Q2 2026.
MFA Wealth Services bought 163 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $26.6K.
Invesco S&P MidCap Momentum ETF made up 0.95% of MFA Wealth Services's portfolio in Q2 2026, its #26 holding.
MFA Wealth Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Invesco S&P MidCap Momentum ETF position peaked at $2.41M in Q2 2025.
109 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.