Sigma Planning Corp’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $5.46M | Buy |
37,205
+15,634
| +72% | +$2.44M | 0.14% | 151 |
|
|
2026
Q2 | $3.67M | Buy |
21,571
+1,106
| +5% | +$180K | 0.09% | 224 |
|
|
2026
Q1 | $2.97M | Sell |
20,465
-1,038
| -5% | -$150K | 0.08% | 258 |
|
|
2025
Q4 | $2.98M | Buy |
21,503
+1,292
| +6% | +$177K | 0.08% | 253 |
|
|
2025
Q3 | $2.73M | Buy |
20,211
+745
| +4% | +$98.1K | 0.08% | 261 |
|
|
2025
Q2 | $2.5M | Buy |
19,466
+1,572
| +9% | +$188K | 0.08% | 258 |
|
|
2025
Q1 | $2.04M | Buy |
17,894
+3,181
| +22% | +$392K | 0.06% | 278 |
|
|
2024
Q4 | $1.82M | Buy |
14,713
+3,969
| +37% | +$504K | 0.06% | 308 |
|
|
2024
Q3 | $1.29M | Buy |
10,744
+1,910
| +22% | +$222K | 0.04% | 410 |
|
|
2024
Q2 | $1.01M | Buy |
8,834
+1,341
| +18% | +$151K | 0.03% | 485 |
|
|
2024
Q1 | $861K | Buy |
+7,493
| New | +$759K | 0.03% | 546 |
|
|
2023
Q4 | – | Sell |
-6,735
| Closed | -$542K | – | 1191 |
|
|
2023
Q3 | $542K | Sell |
6,735
-632
| -9% | -$51.4K | 0.02% | 680 |
|
|
2023
Q2 | $586K | Sell |
7,367
-1,296
| -15% | -$97.7K | 0.02% | 668 |
|
|
2023
Q1 | $654K | Buy |
8,663
+466
| +6% | +$35.7K | 0.02% | 696 |
|
|
2022
Q4 | $617K | Sell |
8,197
-12,807
| -61% | -$984K | 0.02% | 684 |
|
|
2022
Q3 | $1.46M | Sell |
21,004
-791
| -4% | -$60.5K | 0.06% | 333 |
|
|
2022
Q2 | $1.55M | Sell |
21,795
-1,370
| -6% | -$109K | 0.05% | 326 |
|
|
2022
Q1 | $2M | Buy |
23,165
+110
| +0.5% | +$9.38K | 0.06% | 312 |
|
|
2021
Q4 | $2.1M | Sell |
23,055
-1,056
| -4% | -$95.6K | 0.06% | 318 |
|
|
2021
Q3 | $2.03M | Sell |
24,111
-2,326
| -9% | -$199K | 0.06% | 327 |
|
|
2021
Q2 | $2.26M | Buy |
26,437
+2,136
| +9% | +$179K | 0.07% | 300 |
|
|
2021
Q1 | $2.04M | Buy |
24,301
+5,775
| +31% | +$480K | 0.07% | 308 |
|
|
2020
Q4 | $1.45M | Buy |
18,526
+440
| +2% | +$31.8K | 0.05% | 345 |
|
|
2020
Q3 | $1.2M | Buy |
18,086
+330
| +2% | +$21.1K | 0.05% | 356 |
|
|
2020
Q2 | $1.05M | Sell |
17,756
-7,944
| -31% | -$442K | 0.05% | 379 |
|
|
2020
Q1 | $1.26M | Sell |
25,700
-67,472
| -72% | -$3.94M | 0.07% | 275 |
|
|
2019
Q4 | $5.7M | Buy |
93,172
+7,100
| +8% | +$421K | 0.24% | 83 |
|
|
2019
Q3 | $5.02M | Buy |
86,072
+8,319
| +11% | +$489K | 0.24% | 92 |
|
|
2019
Q2 | $4.57M | Buy |
77,753
+51,213
| +193% | +$2.97M | 0.24% | 99 |
|
|
2019
Q1 | $1.5M | Buy |
26,540
+15,825
| +148% | +$832K | 0.09% | 248 |
|
|
2018
Q4 | $482K | Sell |
10,715
-1,506
| -12% | -$71.9K | 0.04% | 456 |
|
|
2018
Q3 | $669K | Buy |
12,221
+5,742
| +89% | +$301K | 0.04% | 392 |
|
|
2018
Q2 | $317K | Buy |
+6,479
| New | +$310K | 0.02% | 619 |
|
Other funds holding XMMO
Sigma Planning Corp's XMMO Position: Q3 2026 in Review
Sigma Planning Corp increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 72% in Q3 2026, buying an estimated $2.44M and bringing the position to 37,205 shares worth $5.46M. The position accounts for 0.14% of the portfolio, ranked #151.
Sigma Planning Corp first reported a position in XMMO in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.7M in Q4 2019. 137 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.
- Sigma Planning Corp held 37,205 shares of Invesco S&P MidCap Momentum ETF worth $5.46M as of Q3 2026.
- Sigma Planning Corp bought 15,634 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $2.44M.
- Invesco S&P MidCap Momentum ETF made up 0.14% of Sigma Planning Corp's portfolio in Q3 2026, its #151 holding.
- Sigma Planning Corp first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 33 quarters since.
- Sigma Planning Corp's Invesco S&P MidCap Momentum ETF position peaked at $5.7M in Q4 2019.
- 137 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.
Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.