Jeff Yass’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Jeff Yass’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	$7.66M	Buy	+44,999	New	+$7.34M	﹤0.01%	3829
2026 Q1	–	Sell	-11,027	Closed	-$1.53M	–	14244
2025 Q4	$1.53M	Sell	11,027 -3,056	-22%	-$418K	﹤0.01%	6195
2025 Q3	$1.9M	Buy	14,083 +6,375	+83%	+$839K	﹤0.01%	5893
2025 Q2	$991K	Sell	7,708 -4,755	-38%	-$568K	﹤0.01%	7448
2025 Q1	$1.42M	Sell	12,463 -143	-1%	-$17.6K	﹤0.01%	6350
2024 Q4	$1.56M	Buy	+12,606	New	+$1.6M	﹤0.01%	5865
2024 Q3	–	Sell	-9,654	Closed	-$1.1M	–	13183
2024 Q2	$1.1M	Sell	9,654 -6,057	-39%	-$684K	﹤0.01%	6353
2024 Q1	$1.8M	Sell	15,711 -7,772	-33%	-$788K	﹤0.01%	5578
2023 Q4	$2.11M	Buy	23,483 +17,374	+284%	+$1.43M	﹤0.01%	5229
2023 Q3	$492K	Sell	6,109 -4,531	-43%	-$368K	﹤0.01%	8264
2023 Q2	$846K	Sell	10,640 -425	-4%	-$32K	﹤0.01%	7074
2023 Q1	$835K	Sell	11,065 -9,241	-46%	-$708K	﹤0.01%	7294
2022 Q4	$1.53M	Sell	20,306 -2,686	-12%	-$206K	﹤0.01%	5239
2022 Q3	$1.6M	Buy	22,992 +3,128	+16%	+$239K	﹤0.01%	5440
2022 Q2	$1.41M	Sell	19,864 -1,246	-6%	-$99.5K	﹤0.01%	5695
2022 Q1	$1.82M	Buy	21,110 +2,546	+14%	+$217K	﹤0.01%	5687
2021 Q4	$1.69M	Buy	18,564 +10,442	+129%	+$946K	﹤0.01%	5912
2021 Q3	$683K	Sell	8,122 -11,748	-59%	-$1.01M	﹤0.01%	8589
2021 Q2	$1.7M	Buy	19,870 +14,746	+288%	+$1.24M	﹤0.01%	6300
2021 Q1	$429K	Sell	5,124 -8,743	-63%	-$726K	﹤0.01%	9828
2020 Q4	$1.08M	Sell	13,867 -40,624	-75%	-$2.94M	﹤0.01%	6529
2020 Q3	$3.61M	Buy	54,491 +23,018	+73%	+$1.47M	﹤0.01%	3561
2020 Q2	$1.87M	Buy	+31,473	New	+$1.75M	﹤0.01%	4628
2019 Q4	–	Sell	-26,910	Closed	-$1.57M	–	10786
2019 Q3	$1.57M	Buy	+26,910	New	+$1.58M	﹤0.01%	4720
2019 Q1	–	Sell	-57,274	Closed	-$2.58M	–	9974
2018 Q4	$2.58M	Buy	57,274 +43,941	+330%	+$2.1M	﹤0.01%	3143
2018 Q3	$730K	Sell	13,333 -20,256	-60%	-$1.06M	﹤0.01%	5860
2018 Q2	$1.64M	Buy	+33,589	New	+$1.61M	﹤0.01%	4363

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

Jeff Yass's XMMO Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026: 44,999 shares worth $7.66M. The stake represents ﹤0.01% of the portfolio and ranks #3829 among its holdings. This is a return to the name: Jeff Yass previously reported a position in XMMO as recently as Q4 2025.

Jeff Yass first reported a position in XMMO in Q2 2018 and has held it in 27 quarters since. 479 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Jeff Yass held 44,999 shares of Invesco S&P MidCap Momentum ETF worth $7.66M as of Q2 2026.
Invesco S&P MidCap Momentum ETF was a new Jeff Yass position in Q2 2026.
Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3829 holding.
Jeff Yass first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 27 quarters since.
479 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.