Fisher Asset Management
XMMO icon

Fisher Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fisher Asset Management’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
2025
Q2 		– Sell
-3,532
Closed -$402K – 1088
2025
Q1 		$402K Buy
+3,532
New +$435K ﹤0.01% 832

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Fisher Asset Management's XMMO Position: Q2 2025 in Review

Fisher Asset Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2025, closing a stake of 3,532 shares — an estimated $402K sold.

Fisher Asset Management first reported a position in XMMO in Q1 2025 and held it in 1 quarter. The position peaked at $402K in Q1 2025. 352 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

  • Fisher Asset Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Fisher Asset Management sold 3,532 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $402K.
  • Fisher Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Fisher Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $402K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.