Fortis Capital Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fortis Capital Advisors’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	$3.7M	Buy	21,736 +12,510	+136%	+$2.04M	0.42%	43
2026 Q1	$1.34M	Sell	9,226 -107	-1%	-$15.5K	0.18%	94
2025 Q4	$1.29M	Buy	9,333 +6,128	+191%	+$838K	0.19%	82
2025 Q3	$433K	Sell	3,205 -369	-10%	-$48.6K	0.07%	196
2025 Q2	$460K	Sell	3,574 -17,894	-83%	-$2.14M	0.08%	164
2025 Q1	$2.44M	Buy	+21,468	New	+$2.64M	0.5%	29
2024 Q4	–	Sell	-2,124	Closed	-$256K	–	190
2024 Q3	$256K	Buy	+2,124	New	+$246K	0.09%	149

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

Fortis Capital Advisors's XMMO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 136% in Q2 2026, buying an estimated $2.04M and bringing the position to 21,736 shares worth $3.7M. The position accounts for 0.42% of the portfolio, ranked #43.

Fortis Capital Advisors first reported a position in XMMO in Q3 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Fortis Capital Advisors held 21,736 shares of Invesco S&P MidCap Momentum ETF worth $3.7M as of Q2 2026.
Fortis Capital Advisors bought 12,510 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $2.04M.
Invesco S&P MidCap Momentum ETF made up 0.42% of Fortis Capital Advisors's portfolio in Q2 2026, its #43 holding.
Fortis Capital Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.