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

SeaCrest 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	$2.06M	Buy	14,017 +892	+7%	+$139K	0.23%	76
2026 Q2	$2.23M	Buy	13,125 +2,166	+20%	+$353K	0.25%	76
2026 Q1	$1.59M	Buy	10,959 +1,889	+21%	+$273K	0.17%	107
2025 Q4	$1.29M	Buy	9,070 +644	+8%	+$88.1K	0.13%	145
2025 Q3	$1.16M	Buy	8,426 +2,432	+41%	+$320K	0.12%	159
2025 Q2	$771K	Buy	5,994 +3,415	+132%	+$408K	0.08%	222
2025 Q1	$293K	Buy	2,579 +607	+31%	+$74.8K	0.03%	480
2024 Q4	$244K	Buy	+1,972	New	+$250K	0.03%	561
2019 Q2	–	Sell	-1,154	Closed	-$65K	–	1878
2019 Q1	$65K	Buy	1,154 +1	+0.1%	+$53	0.01%	844
2018 Q4	$52K	Buy	1,153 +1	+0.1%	+$48	0.01%	885
2018 Q3	$63K	Buy	+1,152	New	+$60.4K	0.01%	917

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

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

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

SeaCrest Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 6.8% in Q3 2026, buying an estimated $139K and bringing the position to 14,017 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #76.

SeaCrest Wealth Management first reported a position in XMMO in Q3 2018 and has held it in 11 quarters since. The position peaked at $2.23M in Q2 2026. 307 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

SeaCrest Wealth Management held 14,017 shares of Invesco S&P MidCap Momentum ETF worth $2.06M as of Q3 2026.
SeaCrest Wealth Management bought 892 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $139K.
Invesco S&P MidCap Momentum ETF made up 0.23% of SeaCrest Wealth Management's portfolio in Q3 2026, its #76 holding.
SeaCrest Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2018 and has held it in 11 quarters since.
SeaCrest Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $2.23M in Q2 2026.
307 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.