BOLTON SECURITIES CORPORATION’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

BOLTON SECURITIES CORPORATION’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	$569K	Buy	3,874 +1,993	+106%	+$311K	0.02%	572
2026 Q2	$320K	Buy	1,881 +440	+31%	+$71.8K	0.01%	745
2026 Q1	$209K	Hold	1,441	–	–	0.01%	796
2025 Q4	$200K	Buy	1,441 +20	+1%	+$2.74K	0.01%	781
2025 Q3	$192K	Buy	1,421 +97	+7%	+$12.8K	0.01%	757
2025 Q2	$170K	Sell	1,324 -1,243	-48%	-$149K	0.01%	752
2025 Q1	$292K	Buy	+2,567	New	+$316K	0.02%	599

Other funds holding XMMO

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

BOLTON SECURITIES CORPORATION's XMMO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 106% in Q3 2026, buying an estimated $311K and bringing the position to 3,874 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #572.

BOLTON SECURITIES CORPORATION first reported a position in XMMO in Q1 2025 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,874 shares of Invesco S&P MidCap Momentum ETF worth $569K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 1,993 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $311K.
Invesco S&P MidCap Momentum ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #572 holding.
BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.