Strategic Investment Solutions’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Strategic Investment Solutions’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	$14.1K	Hold	83	–	–	﹤0.01%	399
2026 Q1	$12K	Hold	83	–	–	﹤0.01%	404
2025 Q4	$11.5K	Hold	83	–	–	﹤0.01%	383
2025 Q3	$11.2K	Hold	83	–	–	﹤0.01%	364
2025 Q2	$10.7K	Hold	83	–	–	﹤0.01%	357
2025 Q1	$9.44K	Hold	83	–	–	﹤0.01%	374
2024 Q4	$10.3K	Hold	83	–	–	﹤0.01%	382
2024 Q3	$9.99K	Hold	83	–	–	﹤0.01%	361
2024 Q2	$6.98K	Buy	+83	New	+$9.37K	﹤0.01%	386
2023 Q4	$7.45K	Sell	83 -5,146	-98%	-$423K	﹤0.01%	803
2023 Q3	$425K	Buy	5,229 +5,146	+6,200%	+$418K	0.01%	417
2023 Q2	$6.09K	Hold	83	–	–	﹤0.01%	629
2023 Q1	$6.27K	Buy	+83	New	+$6.36K	﹤0.01%	726

Other funds holding XMMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return