Unique Wealth
XMMO icon

Unique Wealth’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Unique Wealth’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 		$2.11M Buy
14,375
+2,646
+23% +$413K 0.24% 67
2026
Q2 		$2M Buy
11,729
+1,496
+15% +$244K 0.23% 66
2026
Q1 		$1.48M Buy
10,233
+8,212
+406% +$1.19M 0.21% 64
2025
Q4 		$280K Buy
+2,021
New +$276K 0.04% 159
2025
Q3 		– Sell
-2,456
Closed -$316K – 189
2025
Q2 		$316K Buy
+2,456
New +$293K 0.05% 138

Other funds holding XMMO

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Dala Group
Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Unique Wealth's XMMO Position: Q3 2026 in Review

Unique Wealth increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 23% in Q3 2026, buying an estimated $413K and bringing the position to 14,375 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #67.

Unique Wealth first reported a position in XMMO in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

  • Unique Wealth held 14,375 shares of Invesco S&P MidCap Momentum ETF worth $2.11M as of Q3 2026.
  • Unique Wealth bought 2,646 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $413K.
  • Invesco S&P MidCap Momentum ETF made up 0.24% of Unique Wealth's portfolio in Q3 2026, its #67 holding.
  • Unique Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.