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Oppenheimer & Co’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Oppenheimer & Co’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 		$1.4M Buy
8,214
+304
+4% +$49.6K 0.01% 784
2026
Q1 		$1.15M Sell
7,910
-3,935
-33% -$569K 0.01% 803
2025
Q4 		$1.64M Buy
11,845
+86
+0.7% +$11.8K 0.02% 602
2025
Q3 		$1.59M Buy
11,759
+1,494
+15% +$197K 0.02% 688
2025
Q2 		$1.32M Sell
10,265
-529
-5% -$63.2K 0.02% 729
2025
Q1 		$1.23M Sell
10,794
-3,892
-27% -$479K 0.02% 713
2024
Q4 		$1.81M Buy
14,686
+7,484
+104% +$950K 0.03% 571
2024
Q3 		$867K Sell
7,202
-4,478
-38% -$519K 0.01% 842
2024
Q2 		$1.33M Buy
11,680
+4,714
+68% +$532K 0.02% 662
2024
Q1 		$800K Buy
6,966
+2,973
+74% +$301K 0.01% 820
2023
Q4 		$359K Buy
3,993
+276
+7% +$22.7K 0.01% 1079
2023
Q3 		$299K Buy
3,717
+267
+8% +$21.7K 0.01% 1133
2023
Q2 		$274K Buy
3,450
+142
+4% +$10.7K 0.01% 1190
2023
Q1 		$250K Buy
3,308
+105
+3% +$8.05K 0.01% 1187
2022
Q4 		$241K Buy
3,203
+131
+4% +$10.1K 0.01% 1170
2022
Q3 		$214K Hold
3,072
– – 0.01% 1204
2022
Q2 		$219K Sell
3,072
-86
-3% -$6.87K ﹤0.01% 1229
2022
Q1 		$273K Hold
3,158
– – ﹤0.01% 1239
2021
Q4 		$287K Sell
3,158
-190
-6% -$17.2K 0.01% 1246
2021
Q3 		$282K Sell
3,348
-152
-4% -$13K 0.01% 1257
2021
Q2 		$300K Sell
3,500
-154
-4% -$12.9K 0.01% 1241
2021
Q1 		$306K Buy
3,654
+121
+3% +$10.1K 0.01% 1173
2020
Q4 		$277K Sell
3,533
-270
-7% -$19.5K 0.01% 1115
2020
Q3 		$252K Sell
3,803
-1,658
-30% -$106K 0.01% 1062
2020
Q2 		$324K Sell
5,461
-16,221
-75% -$903K 0.01% 942
2020
Q1 		$1.06M Buy
21,682
+3,499
+19% +$204K 0.03% 496
2019
Q4 		$1.11M Buy
18,183
+13,892
+324% +$824K 0.03% 590
2019
Q3 		$250K Sell
4,291
-94
-2% -$5.53K 0.01% 1051
2019
Q2 		$258K Sell
4,385
-11
-0.3% -$637 0.01% 1069
2019
Q1 		$249K Sell
4,396
-63
-1% -$3.31K 0.01% 1119
2018
Q4 		$201K Sell
4,459
-14
-0.3% -$669 0.01% 1105
2018
Q3 		$245K Hold
4,473
– – 0.01% 1145
2018
Q2 		$219K Buy
+4,473
New +$214K 0.01% 1186

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Oppenheimer & Co's XMMO Position: Q2 2026 in Review

Oppenheimer & Co increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.8% in Q2 2026, buying an estimated $49.6K and bringing the position to 8,214 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #784.

Oppenheimer & Co first reported a position in XMMO in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.81M in Q4 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Oppenheimer & Co held 8,214 shares of Invesco S&P MidCap Momentum ETF worth $1.4M as of Q2 2026.
  • Oppenheimer & Co bought 304 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $49.6K.
  • Invesco S&P MidCap Momentum ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #784 holding.
  • Oppenheimer & Co first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 33 quarters since.
  • Oppenheimer & Co's Invesco S&P MidCap Momentum ETF position peaked at $1.81M in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.