Wood Tarver Financial Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Wood Tarver Financial 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
2025 Q3	–	Sell	-903	Closed	-$116K	–	670
2025 Q2	$116K	Sell	903 -16	-2%	-$1.91K	0.03%	196
2025 Q1	$105K	Buy	919 +143	+18%	+$17.6K	0.03%	193
2024 Q4	$95K	Buy	+776	New	+$98.5K	0.03%	201

Other funds holding XMMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wood Tarver Financial Group's XMMO Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2025, closing a stake of 903 shares — an estimated $116K sold.

Wood Tarver Financial Group first reported a position in XMMO in Q4 2024 and held it in 3 quarters. The position peaked at $116K in Q2 2025. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

Wood Tarver Financial Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 903 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $116K.
Wood Tarver Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $116K in Q2 2025.
354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.