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Fischer Investment Strategies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fischer Investment Strategies’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
Q1 		$756K Sell
5,212
-2
-0% -$289 0.44% 29
2025
Q4 		$722K Sell
5,214
-721
-12% -$98.6K 0.42% 33
2025
Q3 		$803K Sell
5,935
-1,453
-20% -$191K 0.48% 27
2025
Q2 		$950K Buy
+7,388
New +$883K 0.64% 28

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fischer Investment Strategies's XMMO Position: Q1 2026 in Review

Fischer Investment Strategies reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.04% in Q1 2026, selling an estimated $289 and leaving 5,212 shares worth $756K. The position accounts for 0.44% of the portfolio, ranked #29.

Fischer Investment Strategies first reported a position in XMMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $950K in Q2 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Fischer Investment Strategies held 5,212 shares of Invesco S&P MidCap Momentum ETF worth $756K as of Q1 2026.
  • Fischer Investment Strategies sold 2 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $289.
  • Invesco S&P MidCap Momentum ETF made up 0.44% of Fischer Investment Strategies's portfolio in Q1 2026, its #29 holding.
  • Fischer Investment Strategies first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • Fischer Investment Strategies's Invesco S&P MidCap Momentum ETF position peaked at $950K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Fischer Investment Strategies's 13F filing for Q1 2026, filed 4 Jun 2026.