GoalVest Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

GoalVest Advisory’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	$23.1K	Sell	136 -40	-23%	-$6.52K	﹤0.01%	289
2026 Q1	$25.5K	Hold	176	–	–	0.01%	305
2025 Q4	$24.4K	Sell	176 -35	-17%	-$4.79K	﹤0.01%	326
2025 Q3	$28.5K	Buy	+211	New	+$27.8K	0.01%	269
2025 Q2	–	Sell	-63	Closed	-$7.17K	–	539
2025 Q1	$7.17K	Hold	63	–	–	﹤0.01%	279
2024 Q4	$7.78K	Sell	63 -105	-63%	-$13.3K	﹤0.01%	293
2024 Q3	$20.2K	Buy	+168	New	+$19.5K	0.01%	266

Other funds holding XMMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return