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

Thoroughbred 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
Q1 		$8.43M Buy
58,104
+6,507
+13% +$941K 0.5% 42
2025
Q4 		$7.14M Buy
51,597
+1,748
+4% +$239K 0.42% 48
2025
Q3 		$6.74M Buy
49,849
+2,809
+6% +$370K 0.42% 49
2025
Q2 		$6.05M Sell
47,040
-896
-2% -$107K 0.42% 49
2025
Q1 		$5.45M Buy
47,936
+6,960
+17% +$857K 0.34% 55
2024
Q4 		$5.06M Buy
40,976
+6,849
+20% +$869K 0.31% 60
2024
Q3 		$4.11M Buy
34,127
+4,091
+14% +$474K 0.26% 74
2024
Q2 		$3.42M Buy
30,036
+8,112
+37% +$916K 0.23% 89
2024
Q1 		$2.52M Sell
21,924
-3,416
-13% -$346K 0.24% 88
2023
Q4 		$2.27M Buy
25,340
+2,147
+9% +$176K 0.18% 117
2023
Q3 		$1.87M Buy
23,193
+5,882
+34% +$478K 0.18% 121
2023
Q2 		$1.38M Sell
17,311
-81
-0.5% -$6.11K 0.18% 129
2023
Q1 		$1.31M Buy
17,392
+7,874
+83% +$603K 0.19% 128
2022
Q4 		$716K Buy
+9,518
New +$731K 0.12% 187

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thoroughbred Financial Services's XMMO Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q1 2026, buying an estimated $941K and bringing the position to 58,104 shares worth $8.43M. The position accounts for 0.5% of the portfolio, ranked #42.

Thoroughbred Financial Services first reported a position in XMMO in Q4 2022 and has held it in 14 quarters since. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Thoroughbred Financial Services held 58,104 shares of Invesco S&P MidCap Momentum ETF worth $8.43M as of Q1 2026.
  • Thoroughbred Financial Services bought 6,507 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $941K.
  • Invesco S&P MidCap Momentum ETF made up 0.5% of Thoroughbred Financial Services's portfolio in Q1 2026, its #42 holding.
  • Thoroughbred Financial Services first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and has held it in 14 quarters since.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.