BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	–	Sell	-407	Closed	-$69.3K	–	2635
2026 Q2	$69.3K	Buy	407 +104	+34%	+$17K	0.01%	840
2026 Q1	$43.9K	Buy	303 +56	+23%	+$8.1K	0.01%	1033
2025 Q4	$34.2K	Hold	247	–	–	﹤0.01%	1143
2025 Q3	$33.4K	Sell	247 -35	-12%	-$4.61K	﹤0.01%	1076
2025 Q2	$36.2K	Sell	282 -275	-49%	-$32.9K	0.01%	1021
2025 Q1	$63.3K	Buy	557 +81	+17%	+$10K	0.01%	856
2024 Q4	$58.7K	Buy	+476	New	+$60.4K	0.01%	819

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s XMMO Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2026, closing a stake of 407 shares — an estimated $69.3K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in XMMO in Q4 2024 and held it in 7 quarters. The position peaked at $69.3K in Q2 2026. 409 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 407 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $69.3K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Invesco S&P MidCap Momentum ETF position peaked at $69.3K in Q2 2026.
409 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.