Y-Intercept (HK)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Y-Intercept (HK)’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	$2.67M	Buy	+18,213	New	+$2.84M	0.06%	479
2026 Q1	–	Sell	-2,391	Closed	-$331K	–	2120
2025 Q4	$331K	Sell	2,391 -5,832	-71%	-$797K	0.01%	1349
2025 Q3	$1.11M	Buy	8,223 +5,506	+203%	+$725K	0.03%	932
2025 Q2	$349K	Sell	2,717 -2,397	-47%	-$286K	0.01%	1319
2025 Q1	$582K	Buy	5,114 +1,616	+46%	+$199K	0.04%	631
2024 Q4	$432K	Sell	3,498 -2,910	-45%	-$369K	0.03%	799
2024 Q3	$771K	Buy	+6,408	New	+$743K	0.05%	557

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Y-Intercept (HK)'s XMMO Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2026: 18,213 shares worth $2.67M. The stake represents 0.06% of the portfolio and ranks #479 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in XMMO as recently as Q4 2025.

Y-Intercept (HK) first reported a position in XMMO in Q3 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Y-Intercept (HK) held 18,213 shares of Invesco S&P MidCap Momentum ETF worth $2.67M as of Q3 2026.
Invesco S&P MidCap Momentum ETF was a new Y-Intercept (HK) position in Q3 2026.
Invesco S&P MidCap Momentum ETF made up 0.06% of Y-Intercept (HK)'s portfolio in Q3 2026, its #479 holding.
Y-Intercept (HK) first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.