Jim Simons’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Jim Simons’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	$754K	Sell	5,200 -900	-15%	-$130K	﹤0.01%	2409
2025 Q4	$845K	Buy	+6,100	New	+$834K	﹤0.01%	2363
2025 Q3	–	Sell	-4,800	Closed	-$617K	–	4001
2025 Q2	$617K	Buy	+4,800	New	+$574K	﹤0.01%	2728
2025 Q1	–	Sell	-12,300	Closed	-$1.52M	–	3897
2024 Q4	$1.52M	Buy	12,300 +5,628	+84%	+$714K	﹤0.01%	2227
2024 Q3	$803K	Buy	+6,672	New	+$774K	﹤0.01%	2571
2024 Q1	–	Sell	-3,600	Closed	-$323K	–	4135
2023 Q4	$323K	Buy	+3,600	New	+$296K	﹤0.01%	2956
2023 Q1	–	Sell	-4,900	Closed	-$369K	–	4466
2022 Q4	$369K	Buy	+4,900	New	+$376K	﹤0.01%	3123
2022 Q3	–	Sell	-3,600	Closed	-$256K	–	4469
2022 Q2	$256K	Buy	+3,600	New	+$288K	﹤0.01%	3535
2020 Q1	–	Sell	-7,800	Closed	-$477K	–	3864
2019 Q4	$477K	Buy	7,800 +1,400	+22%	+$83.1K	﹤0.01%	2924
2019 Q3	$373K	Sell	6,400 -10,200	-61%	-$600K	﹤0.01%	2967
2019 Q2	$976K	Buy	+16,600	New	+$962K	﹤0.01%	2690

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jim Simons's XMMO Position: Q1 2026 in Review

Jim Simons reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 15% in Q1 2026, selling an estimated $130K and leaving 5,200 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Jim Simons first reported a position in XMMO in Q2 2019 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

Jim Simons held 5,200 shares of Invesco S&P MidCap Momentum ETF worth $754K as of Q1 2026.
Jim Simons sold 900 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $130K.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2409 holding.
Jim Simons first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and has held it in 11 quarters since.
Jim Simons's Invesco S&P MidCap Momentum ETF position peaked at $1.52M in Q4 2024.
428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.