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Toth Financial Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Toth Financial Advisory’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 		$21.7K Buy
+148
New +$23.1K ﹤0.01% 495
2025
Q2 		– Sell
-12
Closed -$1.37K – 804
2025
Q1 		$1.37K Hold
12
– – ﹤0.01% 639
2024
Q4 		$1.48K Buy
+12
New +$1.52K ﹤0.01% 616

Other funds holding XMMO

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Toth Financial Advisory's XMMO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2026: 148 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in XMMO as recently as Q1 2025.

Toth Financial Advisory first reported a position in XMMO in Q4 2024 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Toth Financial Advisory held 148 shares of Invesco S&P MidCap Momentum ETF worth $21.7K as of Q3 2026.
  • Invesco S&P MidCap Momentum ETF was a new Toth Financial Advisory position in Q3 2026.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #495 holding.
  • Toth Financial Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.