World Equity Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

World Equity 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 Q3	$500K	Sell	3,404 -5,082	-60%	-$793K	0.21%	107
2026 Q2	$1.44M	Sell	8,486 -408	-5%	-$66.5K	0.32%	66
2026 Q1	$1.29M	Sell	8,894 -122	-1%	-$17.6K	0.33%	65
2025 Q4	$1.25M	Buy	9,016 +128	+1%	+$17.5K	0.35%	61
2025 Q3	$1.2M	Buy	8,888 +1,304	+17%	+$172K	0.27%	79
2025 Q2	$976K	Buy	7,584 +2,650	+54%	+$317K	0.27%	84
2025 Q1	$562K	Sell	4,934 -4,511	-48%	-$556K	0.16%	133
2024 Q4	$1.17M	Buy	9,445 +4,952	+110%	+$628K	0.25%	88
2024 Q3	$541K	Buy	4,493 +441	+11%	+$51.1K	0.2%	119
2024 Q2	$462K	Sell	4,052 -680	-14%	-$76.8K	0.14%	162
2024 Q1	$543K	Buy	+4,732	New	+$480K	0.11%	176

Other funds holding XMMO

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

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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

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

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

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

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

World Equity Group's XMMO Position: Q3 2026 in Review

World Equity Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 60% in Q3 2026, selling an estimated $793K and leaving 3,404 shares worth $500K. The position accounts for 0.21% of the portfolio, ranked #107.

World Equity Group first reported a position in XMMO in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.44M in Q2 2026. 118 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

World Equity Group held 3,404 shares of Invesco S&P MidCap Momentum ETF worth $500K as of Q3 2026.
World Equity Group sold 5,082 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $793K.
Invesco S&P MidCap Momentum ETF made up 0.21% of World Equity Group's portfolio in Q3 2026, its #107 holding.
World Equity Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 11 quarters since.
World Equity Group's Invesco S&P MidCap Momentum ETF position peaked at $1.44M in Q2 2026.
118 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.