Unified Investment Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Unified Investment Management’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	$230K	Hold	1,565	–	–	0.2%	131
2026 Q2	$266K	Hold	1,565	–	–	0.25%	115
2026 Q1	$227K	Hold	1,565	–	–	0.23%	122
2025 Q4	$217K	Hold	1,565	–	–	0.22%	126
2025 Q3	$212K	Hold	1,565	–	–	0.21%	127
2025 Q2	$201K	Buy	+1,565	New	+$187K	0.22%	119

Other funds holding XMMO

DCM

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Unified Investment Management's XMMO Position: Q3 2026 in Review

Unified Investment Management held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2026 at 1,565 shares worth $230K. The position accounts for 0.2% of the portfolio, ranked #131.

Unified Investment Management first reported a position in XMMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $266K in Q2 2026. 80 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Unified Investment Management held 1,565 shares of Invesco S&P MidCap Momentum ETF worth $230K as of Q3 2026.
Unified Investment Management left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Momentum ETF made up 0.2% of Unified Investment Management's portfolio in Q3 2026, its #131 holding.
Unified Investment Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 6 quarters since.
Unified Investment Management's Invesco S&P MidCap Momentum ETF position peaked at $266K in Q2 2026.
80 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.