Fidelity Investments
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Fidelity Investments’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Fidelity Investments’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
1,594
+960
+151% +$63.8K ﹤0.01% 3778
2025
Q4 		$40.7K Buy
634
+6
+1% +$371 ﹤0.01% 4194
2025
Q3 		$38.7K Hold
628
– – ﹤0.01% 4088
2025
Q2 		$35K Sell
628
-1
-0.2% -$53 ﹤0.01% 4063
2025
Q1 		$33.2K Buy
629
+1
+0.2% +$55 ﹤0.01% 4037
2024
Q4 		$34.8K Buy
628
+89
+17% +$5.13K ﹤0.01% 4005
2024
Q3 		$29.9K Buy
539
+2
+0.4% +$108 ﹤0.01% 4010
2024
Q2 		$27.8K Sell
537
-132
-20% -$6.89K ﹤0.01% 3916
2024
Q1 		$36.3K Buy
669
+513
+329% +$25.8K ﹤0.01% 3744
2023
Q4 		$7.85K Buy
156
+154
+7,700% +$7.1K ﹤0.01% 4310
2023
Q3 		$92 Sell
2
-873
-100% -$41.1K ﹤0.01% 4868
2023
Q2 		$40.3K Buy
+875
New +$37.7K ﹤0.01% 3538
2022
Q4 		– Sell
-1
Closed – – 5614
2022
Q3 		$0 Sell
1
-6
-86% -$252 ﹤0.01% 5470
2022
Q2 		$0 Sell
7
-25
-78% -$1.1K ﹤0.01% 5550
2022
Q1 		$2K Sell
32
-74
-70% -$3.55K ﹤0.01% 4719
2021
Q4 		$5K Buy
+106
New +$5.04K ﹤0.01% 3827
2020
Q2 		– Sell
-5
Closed – – 4229
2020
Q1 		$0 Buy
+5
New +$155 ﹤0.01% 4323

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Fidelity Investments's XMVM Position: Q1 2026 in Review

Fidelity Investments increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 151% in Q1 2026, buying an estimated $63.8K and bringing the position to 1,594 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Fidelity Investments first reported a position in XMVM in Q1 2020 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Fidelity Investments held 1,594 shares of Invesco S&P MidCap Value with Momentum ETF worth $104K as of Q1 2026.
  • Fidelity Investments bought 960 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $63.8K.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3778 holding.
  • Fidelity Investments first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2020 and has held it in 17 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.