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

Ken Fisher’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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Ken Fisher's XMMO Position: Q2 2025 in Review

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

Ken Fisher first reported a position in XMMO in Q1 2025 and held it in 1 quarter. The position peaked at $402K in Q1 2025. 351 funds tracked by Wall St. Rank hold XMMO as of Q2 2025.

Ken Fisher reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
Ken Fisher sold 3,532 Invesco S&P MidCap Momentum ETF shares in Q2 2025, an estimated $402K.
Ken Fisher first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2025 and held it in 1 quarter.
Ken Fisher's Invesco S&P MidCap Momentum ETF position peaked at $402K in Q1 2025.
351 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.