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

Sheets Smith 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 		$712K Buy
4,852
+3,444
+245% +$537K 0.07% 236
2026
Q2 		$240K Buy
+1,408
New +$230K 0.02% 374

Other funds holding XMMO

DCM
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
OA
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Sheets Smith Wealth Management's XMMO Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 245% in Q3 2026, buying an estimated $537K and bringing the position to 4,852 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #236.

Sheets Smith Wealth Management first reported a position in XMMO in Q2 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Sheets Smith Wealth Management held 4,852 shares of Invesco S&P MidCap Momentum ETF worth $712K as of Q3 2026.
  • Sheets Smith Wealth Management bought 3,444 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $537K.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #236 holding.
  • Sheets Smith Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.