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Planning Strategies Inc.’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Planning Strategies Inc.’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 		$34.4K Buy
+202
New +$32.9K 0.02% 192

Other funds holding XMMO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Planning Strategies Inc.'s XMMO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 202 shares worth $34.4K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings.

178 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Planning Strategies Inc. held 202 shares of Invesco S&P MidCap Momentum ETF worth $34.4K as of Q2 2026.
  • Invesco S&P MidCap Momentum ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P MidCap Momentum ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #192 holding.
  • 178 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.