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 Q3	$1.41M	Buy	9,574 +1,363	+17%	+$213K	0.43%	47
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 $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TAGStone Capital's XMMO Position: Q3 2026 in Review

TAGStone Capital increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 17% in Q3 2026, buying an estimated $213K and bringing the position to 9,574 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #47.

TAGStone Capital first reported a position in XMMO in Q4 2021 and has held it in 13 quarters since. 381 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

TAGStone Capital held 9,574 shares of Invesco S&P MidCap Momentum ETF worth $1.41M as of Q3 2026.
TAGStone Capital bought 1,363 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $213K.
Invesco S&P MidCap Momentum ETF made up 0.43% of TAGStone Capital's portfolio in Q3 2026, its #47 holding.
TAGStone Capital first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 13 quarters since.
381 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.