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Sonoma Allocations’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Sonoma Allocations’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
Q2 		– Sell
-19,230
Closed -$2.84M – 159
2026
Q1 		$2.84M Buy
19,230
+6,832
+55% +$988K 0.98% 21
2025
Q4 		$1.75M Buy
12,398
+416
+3% +$56.9K 0.58% 31
2025
Q3 		$1.62M Buy
+11,982
New +$1.58M 0.59% 30

Other funds holding XMMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Sonoma Allocations's XMMO Position: Q2 2026 in Review

Sonoma Allocations sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 19,230 shares — an estimated $2.84M sold.

Sonoma Allocations first reported a position in XMMO in Q3 2025 and held it in 3 quarters. The position peaked at $2.84M in Q1 2026. 190 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Sonoma Allocations reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 19,230 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $2.84M.
  • Sonoma Allocations first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's Invesco S&P MidCap Momentum ETF position peaked at $2.84M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.