Parcion Private Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Parcion Private Wealth’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	$668K	Buy	4,555 +535	+13%	+$83.5K	0.04%	242
2026 Q2	$684K	Buy	4,020 +60	+2%	+$9.8K	0.04%	214
2026 Q1	$574K	Buy	3,960 +217	+6%	+$31.4K	0.04%	208
2025 Q4	$518K	Sell	3,743 -9	-0.2%	-$1.23K	0.03%	226
2025 Q3	$507K	Buy	3,752 +540	+17%	+$71.1K	0.03%	192
2025 Q2	$413K	Buy	3,212 +380	+13%	+$45.4K	0.03%	189
2025 Q1	$322K	Buy	2,832 +440	+18%	+$54.2K	0.03%	211
2024 Q4	$295K	Buy	+2,392	New	+$303K	0.02%	195

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

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return

Parcion Private Wealth's XMMO Position: Q3 2026 in Review

Parcion Private Wealth increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q3 2026, buying an estimated $83.5K and bringing the position to 4,555 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #242.

Parcion Private Wealth first reported a position in XMMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $684K in Q2 2026. 315 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Parcion Private Wealth held 4,555 shares of Invesco S&P MidCap Momentum ETF worth $668K as of Q3 2026.
Parcion Private Wealth bought 535 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $83.5K.
Invesco S&P MidCap Momentum ETF made up 0.04% of Parcion Private Wealth's portfolio in Q3 2026, its #242 holding.
Parcion Private Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Parcion Private Wealth's Invesco S&P MidCap Momentum ETF position peaked at $684K in Q2 2026.
315 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.