Principle Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Principle Wealth Partners’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	$10M	Buy	67,966 +7,578	+13%	+$1.18M	0.48%	43
2026 Q2	$10.3M	Buy	60,388 +16,268	+37%	+$2.65M	0.51%	42
2026 Q1	$6.4M	Buy	44,120 +5,344	+14%	+$773K	0.37%	56
2025 Q4	$5.37M	Buy	38,776 +24,507	+172%	+$3.35M	0.3%	64
2025 Q3	$1.93M	Buy	14,269 +12,530	+721%	+$1.65M	0.11%	118
2025 Q2	$224K	Buy	+1,739	New	+$208K	0.01%	341

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

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

Principle Wealth Partners's XMMO Position: Q3 2026 in Review

Principle Wealth Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q3 2026, buying an estimated $1.18M and bringing the position to 67,966 shares worth $10M. The position accounts for 0.48% of the portfolio, ranked #43.

Principle Wealth Partners first reported a position in XMMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q2 2026. 286 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Principle Wealth Partners held 67,966 shares of Invesco S&P MidCap Momentum ETF worth $10M as of Q3 2026.
Principle Wealth Partners bought 7,578 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $1.18M.
Invesco S&P MidCap Momentum ETF made up 0.48% of Principle Wealth Partners's portfolio in Q3 2026, its #43 holding.
Principle Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 6 quarters since.
Principle Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $10.3M in Q2 2026.
286 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.