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
Q3 		$137K Buy
1,957
+323
+20% +$23.8K ﹤0.01% 3858
2026
Q2 		$116K Buy
1,634
+40
+3% +$2.76K ﹤0.01% 3904
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 -$39 – 5614
2022
Q3 		$39 Sell
1
-6
-86% -$252 ﹤0.01% 5039
2022
Q2 		$275 Sell
7
-25
-78% -$1.1K ﹤0.01% 4944
2022
Q1 		$1.54K Sell
32
-74
-70% -$3.55K ﹤0.01% 4745
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 $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
WESCAP Management Group
WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Everest Financial Group
Everest Financial Group Minneapolis, Minnesota $836M AUM 43.96% 1-Year Est. Return

Fidelity Investments's XMVM Position: Q3 2026 in Review

Fidelity Investments increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 20% in Q3 2026, buying an estimated $23.8K and bringing the position to 1,957 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3858.

Fidelity Investments first reported a position in XMVM in Q1 2020 and has held it in 19 quarters since. 60 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

  • Fidelity Investments held 1,957 shares of Invesco S&P MidCap Value with Momentum ETF worth $137K as of Q3 2026.
  • Fidelity Investments bought 323 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $23.8K.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #3858 holding.
  • Fidelity Investments first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2020 and has held it in 19 quarters since.
  • 60 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.