Fermata Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fermata Advisors’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	$252K	Hold	1,717	–	–	0.05%	239
2026 Q2	$292K	Sell	1,717 -36	-2%	-$5.87K	0.06%	201
2026 Q1	$254K	Sell	1,753 -13	-0.7%	-$1.88K	0.06%	204
2025 Q4	$245K	Sell	1,766 -66	-4%	-$9.02K	0.06%	191
2025 Q3	$248K	Sell	1,832 -1,381	-43%	-$182K	0.06%	182
2025 Q2	$413K	Sell	3,213 -9,531	-75%	-$1.14M	0.11%	146
2025 Q1	$1.45M	Buy	12,744 +9,506	+294%	+$1.17M	0.26%	83
2024 Q4	$400K	Buy	+3,238	New	+$411K	0.07%	166

Other funds holding XMMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Fermata Advisors's XMMO Position: Q3 2026 in Review

Fermata Advisors held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2026 at 1,717 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #239.

Fermata Advisors first reported a position in XMMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 191 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Fermata Advisors held 1,717 shares of Invesco S&P MidCap Momentum ETF worth $252K as of Q3 2026.
Fermata Advisors left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Momentum ETF made up 0.05% of Fermata Advisors's portfolio in Q3 2026, its #239 holding.
Fermata Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Fermata Advisors's Invesco S&P MidCap Momentum ETF position peaked at $1.45M in Q1 2025.
191 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.