SEC 13F Intelligence

Oxford Wealth Group, LLC / XMMO

Oxford Wealth Group, LLC’s Invesco Exchange Traded Fd T Position

Does Oxford Wealth Group, LLC own Invesco Exchange Traded Fd T (XMMO)? Yes — 137.9K shares worth $20M (+10.93% of its 13F portfolio) as of Q1 2026, down from 153.1K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
137.9K
% of Portfolio
+10.93%
Quarters Held
6
currently held

Position History XMMO

Reported value by quarter
Q1 ’24: $18MQ1 ’24Q2 ’24: $24MQ2 ’24Q3 ’24: $20MQ3 ’24Q4 ’24: $27MQ4 ’24Q4 ’25: $21MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026137.9K$20M+10.93%
Q4 2025153.1K$21M+10.31%
Q4 2024214.9K$27M+17.15%
Q3 2024166.8K$20M+16.33%
Q2 2024214.7K$24M+16.83%
Q1 2024160.0K$18M+16.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Wealth Group, LLC’s full portfolio or all institutional holders of XMMO.