9258 Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

9258 Wealth Management’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$263K	Buy	4,745 +562	+13%	+$30.3K	0.04%	291
2024 Q2	$216K	Hold	4,183	–	–	0.03%	321
2024 Q1	$227K	Buy	+4,183	New	+$211K	0.04%	307

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

9258 Wealth Management's XMVM Position: Q3 2024 in Review

9258 Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 13% in Q3 2024, buying an estimated $30.3K and bringing the position to 4,745 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #291.

9258 Wealth Management first reported a position in XMVM in Q1 2024 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold XMVM as of Q3 2024.

9258 Wealth Management held 4,745 shares of Invesco S&P MidCap Value with Momentum ETF worth $263K as of Q3 2024.
9258 Wealth Management bought 562 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2024, an estimated $30.3K.
Invesco S&P MidCap Value with Momentum ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #291 holding.
9258 Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2024 and has held it in 3 quarters since.
63 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.