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 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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return