OxenFree Capital’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

OxenFree Capital’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	$1.43M	Sell	8,923 -721	-7%	-$118K	0.66%	24
2026 Q1	$1.51M	Sell	9,644 -1,102	-10%	-$159K	0.73%	22
2025 Q4	$1.49M	Buy	10,746 +1,763	+20%	+$241K	0.78%	19
2025 Q3	$1.23M	Buy	8,983 +363	+4%	+$47.8K	0.68%	22
2025 Q2	$1.11M	Sell	8,620 -2	-0%	-$239	0.68%	22
2025 Q1	$919K	Sell	8,622 -70	-0.8%	-$8.62K	0.7%	24
2024 Q4	$1.07M	Sell	8,692 -219	-2%	-$27.8K	0.81%	21
2024 Q3	$1.07M	Sell	8,911 -260	-3%	-$30.2K	0.84%	22
2024 Q2	$1.05M	Buy	+9,171	New	+$1.04M	0.91%	21

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

OxenFree Capital's XMMO Position: Q2 2026 in Review

OxenFree Capital reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 7.5% in Q2 2026, selling an estimated $118K and leaving 8,923 shares worth $1.43M. The position accounts for 0.66% of the portfolio, ranked #24.

OxenFree Capital first reported a position in XMMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q1 2026. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

OxenFree Capital held 8,923 shares of Invesco S&P MidCap Momentum ETF worth $1.43M as of Q2 2026.
OxenFree Capital sold 721 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $118K.
Invesco S&P MidCap Momentum ETF made up 0.66% of OxenFree Capital's portfolio in Q2 2026, its #24 holding.
OxenFree Capital first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
OxenFree Capital's Invesco S&P MidCap Momentum ETF position peaked at $1.51M in Q1 2026.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on OxenFree Capital's 13F filing for Q2 2026, filed 8 Jul 2026.