TFB Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

TFB Advisors’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	$380K	Buy	+2,232	New	+$364K	0.17%	141
2026 Q1	–	Sell	-5,881	Closed	-$814K	–	310
2025 Q4	$814K	Sell	5,881 -271	-4%	-$37.1K	0.23%	103
2025 Q3	$834K	Sell	6,152 -371	-6%	-$48.8K	0.24%	99
2025 Q2	$839K	Sell	6,523 -102	-2%	-$12.2K	0.22%	104
2025 Q1	$754K	Sell	6,625 -609	-8%	-$75K	0.22%	113
2024 Q4	$894K	Buy	7,234 +69	+1%	+$8.76K	0.26%	88
2024 Q3	$862K	Buy	7,165 +10	+0.1%	+$1.16K	0.26%	92
2024 Q2	$816K	Sell	7,155 -567	-7%	-$64K	0.27%	86
2024 Q1	$840K	Buy	7,722 +233	+3%	+$23.6K	0.3%	74
2023 Q4	$673K	Sell	7,489 -1,775	-19%	-$146K	0.34%	66
2023 Q3	$746K	Sell	9,264 -194	-2%	-$15.8K	0.91%	33
2023 Q2	$752K	Buy	+9,458	New	+$713K	0.33%	72

Other funds holding XMMO

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

TFB Advisors's XMMO Position: Q2 2026 in Review

TFB Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 2,232 shares worth $380K. The stake represents 0.17% of the portfolio and ranks #141 among its holdings. This is a return to the name: TFB Advisors previously reported a position in XMMO as recently as Q4 2025.

TFB Advisors first reported a position in XMMO in Q2 2023 and has held it in 12 quarters since. The position peaked at $894K in Q4 2024. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

TFB Advisors held 2,232 shares of Invesco S&P MidCap Momentum ETF worth $380K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new TFB Advisors position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.17% of TFB Advisors's portfolio in Q2 2026, its #141 holding.
TFB Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2023 and has held it in 12 quarters since.
TFB Advisors's Invesco S&P MidCap Momentum ETF position peaked at $894K in Q4 2024.
351 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.