Symphony Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Symphony Financial Services’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	$5.02M	Buy	34,180 +1,054	+3%	+$164K	2.14%	13
2026 Q2	$5.64M	Buy	33,126 +249	+0.8%	+$40.6K	2.53%	12
2026 Q1	$4.77M	Sell	32,877 -2,767	-8%	-$400K	2.45%	11
2025 Q4	$4.94M	Sell	35,644 -39	-0.1%	-$5.33K	2.53%	11
2025 Q3	$4.83M	Buy	35,683 +3,162	+10%	+$416K	2.6%	12
2025 Q2	$4.18M	Buy	32,521 +1,249	+4%	+$149K	2.5%	13
2025 Q1	$3.56M	Buy	31,272 +5,555	+22%	+$684K	2.32%	13
2024 Q4	$3.18M	Buy	25,717 +4,289	+20%	+$544K	2.55%	13
2024 Q3	$2.58M	Buy	21,428 +1,510	+8%	+$175K	2.19%	13
2024 Q2	$2.26M	Buy	+19,918	New	+$2.25M	1.94%	17

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

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Symphony Financial Services's XMMO Position: Q3 2026 in Review

Symphony Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.2% in Q3 2026, buying an estimated $164K and bringing the position to 34,180 shares worth $5.02M. The position accounts for 2.14% of the portfolio, ranked #13.

Symphony Financial Services first reported a position in XMMO in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.64M in Q2 2026. 286 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Symphony Financial Services held 34,180 shares of Invesco S&P MidCap Momentum ETF worth $5.02M as of Q3 2026.
Symphony Financial Services bought 1,054 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $164K.
Invesco S&P MidCap Momentum ETF made up 2.14% of Symphony Financial Services's portfolio in Q3 2026, its #13 holding.
Symphony Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's Invesco S&P MidCap Momentum ETF position peaked at $5.64M in Q2 2026.
286 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.