Nikulski Financial’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Nikulski Financial’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	$5.23M	Buy	30,764 +2,376	+8%	+$388K	1.13%	27
2026 Q1	$4.12M	Buy	28,388 +4,701	+20%	+$680K	1.02%	32
2025 Q4	$3.28M	Buy	23,687 +18,491	+356%	+$2.53M	0.78%	36
2025 Q3	$703K	Buy	5,196 +2,645	+104%	+$348K	0.18%	91
2025 Q2	$328K	Buy	+2,551	New	+$305K	0.09%	115

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

FFN

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FTS

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

Nikulski Financial's XMMO Position: Q2 2026 in Review

Nikulski Financial increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 8.4% in Q2 2026, buying an estimated $388K and bringing the position to 30,764 shares worth $5.23M. The position accounts for 1.13% of the portfolio, ranked #27.

Nikulski Financial first reported a position in XMMO in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Nikulski Financial held 30,764 shares of Invesco S&P MidCap Momentum ETF worth $5.23M as of Q2 2026.
Nikulski Financial bought 2,376 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $388K.
Invesco S&P MidCap Momentum ETF made up 1.13% of Nikulski Financial's portfolio in Q2 2026, its #27 holding.
Nikulski Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
190 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.