Refined Wealth Management
XMMO icon

Refined Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Refined Wealth Management’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 		$2.57M Buy
17,514
+1,133
+7% +$177K 1.44% 19
2026
Q2 		$2.79M Buy
16,381
+27
+0.2% +$4.4K 1.68% 18
2026
Q1 		$2.37M Buy
+16,354
New +$2.37M 1.5% 19

Other funds holding XMMO

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Dala Group
Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Refined Wealth Management's XMMO Position: Q3 2026 in Review

Refined Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.9% in Q3 2026, buying an estimated $177K and bringing the position to 17,514 shares worth $2.57M. The position accounts for 1.44% of the portfolio, ranked #19.

Refined Wealth Management first reported a position in XMMO in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.79M in Q2 2026. 180 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Refined Wealth Management held 17,514 shares of Invesco S&P MidCap Momentum ETF worth $2.57M as of Q3 2026.
  • Refined Wealth Management bought 1,133 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $177K.
  • Invesco S&P MidCap Momentum ETF made up 1.44% of Refined Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Refined Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • Refined Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $2.79M in Q2 2026.
  • 180 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.