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

Transcendent Capital Group’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	–	Sell	-26,818	Closed	-$3.71M	–	127
2025 Q4	$3.71M	Buy	+26,818	New	+$3.67M	1.68%	18
2025 Q1	–	Sell	-530	Closed	-$65.5K	–	436
2024 Q4	$65.5K	Buy	530 +511	+2,689%	+$64.8K	0.03%	164
2024 Q3	$2.29K	Hold	19	–	–	﹤0.01%	423
2024 Q2	$2.17K	Hold	19	–	–	﹤0.01%	380
2024 Q1	$2.18K	Hold	19	–	–	﹤0.01%	369
2023 Q4	$1.71K	Buy	+19	New	+$1.56K	﹤0.01%	318

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

VIA

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

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

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

Transcendent Capital Group's XMMO Position: Q1 2026 in Review

Transcendent Capital Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2026, closing a stake of 26,818 shares — an estimated $3.71M sold.

Transcendent Capital Group first reported a position in XMMO in Q4 2023 and held it in 6 quarters. The position peaked at $3.71M in Q4 2025. 431 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Transcendent Capital Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
Transcendent Capital Group sold 26,818 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $3.71M.
Transcendent Capital Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and held it in 6 quarters.
Transcendent Capital Group's Invesco S&P MidCap Momentum ETF position peaked at $3.71M in Q4 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.