TAGStone Capital’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

TAGStone Capital’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	$1.4M	Buy	8,211 +1,888	+30%	+$308K	0.44%	45
2026 Q1	$917K	Buy	6,323 +740	+13%	+$107K	0.32%	55
2025 Q4	$773K	Buy	5,583 +692	+14%	+$94.6K	0.29%	63
2025 Q3	$661K	Buy	4,891 +540	+12%	+$71.1K	0.26%	66
2025 Q2	$566K	Buy	4,351 +2,245	+107%	+$268K	0.23%	71
2025 Q1	$240K	Buy	2,106 +10	+0.5%	+$1.23K	0.12%	90
2024 Q4	$259K	Buy	2,096 +3	+0.1%	+$381	0.13%	81
2024 Q3	$252K	Buy	2,093 +1	+0%	+$116	0.13%	84
2024 Q2	$238K	Buy	2,092 +2	+0.1%	+$226	0.13%	81
2024 Q1	$240K	Buy	+2,090	New	+$212K	0.14%	80
2022 Q2	–	Sell	-3,199	Closed	-$276K	–	75
2022 Q1	$276K	Buy	3,199 +23	+0.7%	+$1.96K	0.23%	61
2021 Q4	$289K	Buy	+3,176	New	+$288K	0.24%	62

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAGStone Capital's XMMO Position: Q2 2026 in Review

TAGStone Capital increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 30% in Q2 2026, buying an estimated $308K and bringing the position to 8,211 shares worth $1.4M. The position accounts for 0.44% of the portfolio, ranked #45.

TAGStone Capital first reported a position in XMMO in Q4 2021 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

TAGStone Capital held 8,211 shares of Invesco S&P MidCap Momentum ETF worth $1.4M as of Q2 2026.
TAGStone Capital bought 1,888 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $308K.
Invesco S&P MidCap Momentum ETF made up 0.44% of TAGStone Capital's portfolio in Q2 2026, its #45 holding.
TAGStone Capital first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 12 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.