XY Planning Network’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

XY Planning Network’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	$206K	Buy	+1,212	New	+$198K	0.03%	339

Other funds holding XMMO

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

XY Planning Network's XMMO Position: Q2 2026 in Review

XY Planning Network opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 1,212 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #339 among its holdings.

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

XY Planning Network held 1,212 shares of Invesco S&P MidCap Momentum ETF worth $206K as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new XY Planning Network position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #339 holding.
139 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.