Optimum Investment Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Optimum Investment Advisors’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
2023 Q4	–	Sell	-42	Closed	-$3.38K	–	732
2023 Q3	$3.38K	Hold	42	–	–	﹤0.01%	631
2023 Q2	$3.34K	Hold	42	–	–	﹤0.01%	635
2023 Q1	$3.17K	Hold	42	–	–	﹤0.01%	652
2022 Q4	$3.16K	Hold	42	–	–	﹤0.01%	658
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	711
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	743
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	755
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	756
2021 Q3	$4K	Hold	42	–	–	﹤0.01%	769
2021 Q2	$4K	Hold	42	–	–	﹤0.01%	837
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	860
2020 Q4	$3K	Buy	42 +1	+2%	+$72	﹤0.01%	820
2020 Q3	$3K	Hold	41	–	–	﹤0.01%	809
2020 Q2	$2K	Hold	41	–	–	﹤0.01%	825
2020 Q1	$2K	Hold	41	–	–	﹤0.01%	820
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	886
2019 Q3	$2K	Buy	+41	New	+$2.41K	﹤0.01%	945

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Optimum Investment Advisors's XMMO Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2023, closing a stake of 42 shares — an estimated $3.38K sold.

Optimum Investment Advisors first reported a position in XMMO in Q3 2019 and held it in 17 quarters. The position peaked at $4K in Q1 2022. 171 funds tracked by Wall St. Rank hold XMMO as of Q4 2023.

Optimum Investment Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 42 Invesco S&P MidCap Momentum ETF shares in Q4 2023, an estimated $3.38K.
Optimum Investment Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2019 and held it in 17 quarters.
Optimum Investment Advisors's Invesco S&P MidCap Momentum ETF position peaked at $4K in Q1 2022.
171 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.