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 Q2	$697K	Sell	4,098 -1,114	-21%	-$182K	0.33%	31
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 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 22.9% 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

Fischer Investment Strategies's XMMO Position: Q2 2026 in Review

Fischer Investment Strategies reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 21% in Q2 2026, selling an estimated $182K and leaving 4,098 shares worth $697K. The position accounts for 0.33% of the portfolio, ranked #31.

Fischer Investment Strategies first reported a position in XMMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $950K in Q2 2025. 484 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Fischer Investment Strategies held 4,098 shares of Invesco S&P MidCap Momentum ETF worth $697K as of Q2 2026.
Fischer Investment Strategies sold 1,114 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $182K.
Invesco S&P MidCap Momentum ETF made up 0.33% of Fischer Investment Strategies's portfolio in Q2 2026, its #31 holding.
Fischer Investment Strategies first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Fischer Investment Strategies's Invesco S&P MidCap Momentum ETF position peaked at $950K in Q2 2025.
484 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.