Optivise Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Optivise Advisory Services’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.33M	Sell	8,768 -663	-7%	-$98.6K	0.65%	38
2026 Q2	$1.52M	Buy	+9,431	New	+$1.33M	0.77%	33
2025 Q4	–	Sell	-11,400	Closed	-$1.38M	–	222
2025 Q3	$1.38M	Sell	11,400 -5,700	-33%	-$664K	0.82%	33
2025 Q2	$1.92M	Buy	+17,100	New	+$1.71M	0.98%	23
2024 Q3	–	Sell	-27,139	Closed	-$2.37M	–	185
2024 Q2	$2.37M	Buy	+27,139	New	+$2.2M	1.28%	17

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Optivise Advisory Services's SPMO Position: Q3 2026 in Review

Optivise Advisory Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 7% in Q3 2026, selling an estimated $98.6K and leaving 8,768 shares worth $1.33M. The position accounts for 0.65% of the portfolio, ranked #38.

Optivise Advisory Services first reported a position in SPMO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.37M in Q2 2024. 262 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Optivise Advisory Services held 8,768 shares of Invesco S&P 500 Momentum ETF worth $1.33M as of Q3 2026.
Optivise Advisory Services sold 663 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $98.6K.
Invesco S&P 500 Momentum ETF made up 0.65% of Optivise Advisory Services's portfolio in Q3 2026, its #38 holding.
Optivise Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 5 quarters since.
Optivise Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $2.37M in Q2 2024.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.