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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fermata Advisors's XMMO Position: Q2 2026 in Review

Fermata Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 2.1% in Q2 2026, selling an estimated $5.87K and leaving 1,717 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #201.

Fermata Advisors first reported a position in XMMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2025. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Fermata Advisors held 1,717 shares of Invesco S&P MidCap Momentum ETF worth $292K as of Q2 2026.
Fermata Advisors sold 36 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $5.87K.
Invesco S&P MidCap Momentum ETF made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #201 holding.
Fermata Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Fermata Advisors's Invesco S&P MidCap Momentum ETF position peaked at $1.45M in Q1 2025.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.