Lion Street Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Lion Street 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
2025 Q3	$404K	Buy	4,443 +175	+4%	+$23K	0.14%	137
2025 Q2	$549K	Sell	4,268 -1,856	-30%	-$222K	0.17%	132
2025 Q1	$697K	Buy	6,124 +2,281	+59%	+$281K	0.22%	101
2024 Q4	$475K	Buy	3,843 +2,179	+131%	+$276K	0.15%	142
2024 Q3	$200K	Buy	+1,664	New	+$193K	0.07%	255
2023 Q3	–	Sell	-4,627	Closed	-$421K	–	311
2023 Q2	$421K	Buy	+4,627	New	+$349K	0.14%	141
2023 Q1	–	Sell	-4,290	Closed	-$390K	–	269
2022 Q4	$390K	Buy	+4,290	New	+$329K	0.2%	84
2022 Q3	–	Sell	-4,290	Closed	-$391K	–	172
2022 Q2	$391K	Buy	+4,290	New	+$343K	0.2%	84
2022 Q1	–	Sell	-4,290	Closed	-$391K	–	163
2021 Q4	$391K	Hold	4,290	–	–	0.19%	84
2021 Q3	$358K	Buy	+4,290	New	+$367K	0.19%	90

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lion Street Advisors's XMMO Position: Q3 2025 in Review

Lion Street Advisors increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.1% in Q3 2025, buying an estimated $23K and bringing the position to 4,443 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #137.

Lion Street Advisors first reported a position in XMMO in Q3 2021 and has held it in 10 quarters since. The position peaked at $697K in Q1 2025. 354 funds tracked by Wall St. Rank hold XMMO as of Q3 2025.

Lion Street Advisors held 4,443 shares of Invesco S&P MidCap Momentum ETF worth $404K as of Q3 2025.
Lion Street Advisors bought 175 Invesco S&P MidCap Momentum ETF shares in Q3 2025, an estimated $23K.
Invesco S&P MidCap Momentum ETF made up 0.14% of Lion Street Advisors's portfolio in Q3 2025, its #137 holding.
Lion Street Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and has held it in 10 quarters since.
Lion Street Advisors's Invesco S&P MidCap Momentum ETF position peaked at $697K in Q1 2025.
354 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.