Fiduciary Planning’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fiduciary Planning’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	$7.24M	Buy	42,539 +192	+0.5%	+$31.3K	1.89%	15
2026 Q1	$6.14M	Sell	42,347 -255	-0.6%	-$36.9K	1.85%	16
2025 Q4	$5.9M	Buy	42,602 +560	+1%	+$76.6K	1.79%	16
2025 Q3	$5.69M	Buy	42,042 +3,316	+9%	+$436K	1.74%	15
2025 Q2	$4.98M	Sell	38,726 -2,661	-6%	-$318K	1.65%	15
2025 Q1	$4.71M	Sell	41,387 -1,217	-3%	-$150K	1.55%	15
2024 Q4	$5.26M	Sell	42,604 -3,282	-7%	-$416K	1.71%	15
2024 Q3	$5.52M	Buy	45,886 +2,793	+6%	+$324K	1.87%	15
2024 Q2	$4.91M	Buy	+43,093	New	+$4.86M	1.76%	15

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

Fiduciary Planning's XMMO Position: Q2 2026 in Review

Fiduciary Planning increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.45% in Q2 2026, buying an estimated $31.3K and bringing the position to 42,539 shares worth $7.24M. The position accounts for 1.89% of the portfolio, ranked #15.

Fiduciary Planning first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Fiduciary Planning held 42,539 shares of Invesco S&P MidCap Momentum ETF worth $7.24M as of Q2 2026.
Fiduciary Planning bought 192 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $31.3K.
Invesco S&P MidCap Momentum ETF made up 1.89% of Fiduciary Planning's portfolio in Q2 2026, its #15 holding.
Fiduciary Planning first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.