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Ferguson Shapiro’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ferguson Shapiro’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
2025
Q3 		– Sell
-3,450
Closed -$444K – 86
2025
Q2 		$444K Sell
3,450
-829
-19% -$99K 0.15% 39
2025
Q1 		$487K Sell
4,279
-137
-3% -$16.9K 0.18% 39
2024
Q4 		$546K Buy
+4,416
New +$560K 0.2% 37

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ferguson Shapiro's XMMO Position: Q3 2025 in Review

Ferguson Shapiro sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2025, closing a stake of 3,450 shares — an estimated $444K sold.

Ferguson Shapiro first reported a position in XMMO in Q4 2024 and held it in 3 quarters. The position peaked at $546K in Q4 2024. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

  • Ferguson Shapiro reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Ferguson Shapiro sold 3,450 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $444K.
  • Ferguson Shapiro first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Ferguson Shapiro's Invesco S&P MidCap Momentum ETF position peaked at $546K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Ferguson Shapiro's 13F filing for Q3 2025, filed 10 Nov 2025.