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Oxford Wealth Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Oxford Wealth Group’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 		$23.5M Buy
138,113
+172
+0.1% +$28.1K 10.51% 1
2026
Q1 		$20M Sell
137,941
-15,180
-10% -$2.2M 10.93% 1
2025
Q4 		$21.2M Buy
+153,121
New +$20.9M 10.31% 1
2024
Q4 		$26.5M Buy
214,884
+48,062
+29% +$6.1M 17.15% 1
2024
Q3 		$20.1M Sell
166,822
-47,913
-22% -$5.56M 16.33% 1
2024
Q2 		$24.5M Buy
214,735
+54,747
+34% +$6.18M 16.83% 1
2024
Q1 		$18.4M Buy
+159,988
New +$16.2M 16.72% 1

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

Oxford Wealth Group's XMMO Position: Q2 2026 in Review

Oxford Wealth Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.12% in Q2 2026, buying an estimated $28.1K and bringing the position to 138,113 shares worth $23.5M. The position accounts for 10.51% of the portfolio, ranked #1.

Oxford Wealth Group first reported a position in XMMO in Q1 2024 and has held it in 7 quarters since. The position peaked at $26.5M in Q4 2024. 483 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • Oxford Wealth Group held 138,113 shares of Invesco S&P MidCap Momentum ETF worth $23.5M as of Q2 2026.
  • Oxford Wealth Group bought 172 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $28.1K.
  • Invesco S&P MidCap Momentum ETF made up 10.51% of Oxford Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Oxford Wealth Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Invesco S&P MidCap Momentum ETF position peaked at $26.5M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.