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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxford Wealth Group's XMMO Position: Q1 2026 in Review

Oxford Wealth Group reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 9.9% in Q1 2026, selling an estimated $2.2M and leaving 137,941 shares worth $20M. The position accounts for 10.93% of the portfolio, ranked #1.

Oxford Wealth Group first reported a position in XMMO in Q1 2024 and has held it in 6 quarters since. The position peaked at $26.5M in Q4 2024. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Oxford Wealth Group held 137,941 shares of Invesco S&P MidCap Momentum ETF worth $20M as of Q1 2026.
  • Oxford Wealth Group sold 15,180 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $2.2M.
  • Invesco S&P MidCap Momentum ETF made up 10.93% of Oxford Wealth Group's portfolio in Q1 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 6 quarters since.
  • Oxford Wealth Group's Invesco S&P MidCap Momentum ETF position peaked at $26.5M in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.