NBC Securities’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

NBC Securities’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	$35.5K	Sell	242 -83	-26%	-$13K	﹤0.01%	1444
2026 Q2	$55.3K	Buy	+325	New	+$53K	﹤0.01%	1258
2025 Q3	–	Sell	-29	Closed	-$3K	–	2882
2025 Q2	$3K	Hold	29	–	–	﹤0.01%	2258
2025 Q1	$3K	Buy	+29	New	+$3.57K	﹤0.01%	1999
2024 Q4	–	Sell	-461	Closed	-$55K	–	2110
2024 Q3	$55K	Buy	461 +210	+84%	+$24.4K	﹤0.01%	1145
2024 Q2	$28K	Sell	251 -14	-5%	-$1.58K	﹤0.01%	1335
2024 Q1	$31K	Sell	265 -31	-10%	-$3.14K	﹤0.01%	1306
2023 Q4	$26K	Sell	296 -318	-52%	-$26.1K	﹤0.01%	1378
2023 Q3	$49K	Buy	+614	New	+$49.9K	0.01%	1142

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 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

Affinity Wealth Canton, Ohio $189M AUM 15.27% 1-Year Est. Return

NBC Securities's XMMO Position: Q3 2026 in Review

NBC Securities reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 26% in Q3 2026, selling an estimated $13K and leaving 242 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

NBC Securities first reported a position in XMMO in Q3 2023 and has held it in 9 quarters since. The position peaked at $55.3K in Q2 2026. 258 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

NBC Securities held 242 shares of Invesco S&P MidCap Momentum ETF worth $35.5K as of Q3 2026.
NBC Securities sold 83 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $13K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1444 holding.
NBC Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and has held it in 9 quarters since.
NBC Securities's Invesco S&P MidCap Momentum ETF position peaked at $55.3K in Q2 2026.
258 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.