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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

FFN

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Optivise Advisory Services's XMMO Position: Q2 2026 in Review

Optivise Advisory Services held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q2 2026 at 1,384 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #184.

Optivise Advisory Services first reported a position in XMMO in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.45M in Q2 2024. 145 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Optivise Advisory Services held 1,384 shares of Invesco S&P MidCap Momentum ETF worth $236K as of Q2 2026.
Optivise Advisory Services left its Invesco S&P MidCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Momentum ETF made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #184 holding.
Optivise Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and has held it in 3 quarters since.
Optivise Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $2.45M in Q2 2024.
145 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.