NAG
XMMO icon

Northstar Advisory Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Northstar Advisory Group’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 		$1.24M Buy
7,302
+360
+5% +$58.7K 0.39% 51
2026
Q1 		$1.01M Buy
+6,942
New +$1M 0.37% 56

Other funds holding XMMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Northstar Advisory Group's XMMO Position: Q2 2026 in Review

Northstar Advisory Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 5.2% in Q2 2026, buying an estimated $58.7K and bringing the position to 7,302 shares worth $1.24M. The position accounts for 0.39% of the portfolio, ranked #51.

Northstar Advisory Group first reported a position in XMMO in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Northstar Advisory Group held 7,302 shares of Invesco S&P MidCap Momentum ETF worth $1.24M as of Q2 2026.
  • Northstar Advisory Group bought 360 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $58.7K.
  • Invesco S&P MidCap Momentum ETF made up 0.39% of Northstar Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Northstar Advisory Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.