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

Optivise Advisory Services’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 Q3	$203K	Hold	1,384	–	–	0.1%	225
2026 Q2	$236K	Hold	1,384	–	–	0.12%	184
2026 Q1	$201K	Buy	+1,384	New	+$200K	0.12%	181
2024 Q3	–	Sell	-21,534	Closed	-$2.45M	–	192
2024 Q2	$2.45M	Buy	+21,534	New	+$2.43M	1.33%	13

Other funds holding XMMO

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Dala Group Hoffman Estates, Illinois $135M AUM 24.25% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

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

Optivise Advisory Services held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q3 2026 at 1,384 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #225.

Optivise Advisory Services first reported a position in XMMO in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.45M in Q2 2024. 204 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Optivise Advisory Services held 1,384 shares of Invesco S&P MidCap Momentum ETF worth $203K as of Q3 2026.
Optivise Advisory Services left its Invesco S&P MidCap Momentum ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Momentum ETF made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #225 holding.
Optivise Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 4 quarters since.
Optivise Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $2.45M in Q2 2024.
204 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

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