MFA Wealth Services XMMO INVESCO EXCHANGE TRADED FD T

Ownership history in MFA Wealth Services  ·  6 quarters on record

AI Ownership Summary

MFA Wealth Services reported INVESCO EXCHANGE TRADED FD T (XMMO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.81% in 2025 Q2. The latest visible filing shows XMMO at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XMMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MFA Wealth Services's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XMMO was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MFA Wealth Services held XMMO — position size vs. price
% of Fund (quarterly)    XMMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,165 -1,728 -15.9% 0.88% $1.3M 2026-04-22 $157.86
2025 Q4 REDUCED 10,893 -101 -0.9% 1.02% $1.5M 2026-01-15 $143.87
2025 Q3 REDUCED 41.3% +4.1% 10,994 -7,722 -41.3% 1.03% $1.5M 2025-11-14 $133.66
2025 Q2 ADDED 18,716 +1,035 +5.9% 1.81% $2.4M 2025-07-24 $129.62
2025 Q1 ADDED 17,681 +7,336 +70.9% 1.65% $2.0M 2025-04-17 $108.81
2024 Q4 INITIATED 10,345 1.03% $1.3M 2025-01-21 $131.29

FAQ About MFA Wealth Services and XMMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MFA Wealth Services reported owning XMMO?

MFA Wealth Services reported XMMO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XMMO position in MFA Wealth Services's portfolio?

The largest reported portfolio weight for XMMO was 1.81% in 2025 Q2.

What is the latest reported XMMO position on this page?

The most recent filing on this page is 2026 Q1, when MFA Wealth Services reported 9,165 shares, equal to 0.88% of portfolio, with an estimated market value of $1.3M.

What does the chart on this XMMO ownership page compare?

The chart compares MFA Wealth Services's quarterly XMMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MFA Wealth Services time their XMMO position?

Based on 13F filing dates vs. subsequent XMMO price moves, MFA Wealth Services correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on XMMO relative to SPY over the holding period was +1.2%.

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