Advisory Services Network’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-2,101	Closed	-$137K	–	4650
2026 Q1	$137K	Buy	+2,101	New	+$140K	﹤0.01%	2025
2025 Q4	–	Sell	-101	Closed	-$6.22K	–	4274
2025 Q3	$6.22K	Buy	+101	New	+$5.94K	﹤0.01%	3454
2024 Q1	–	Sell	-124	Closed	-$6.24K	–	3683
2023 Q4	$6.24K	Sell	124 -4,285	-97%	-$198K	﹤0.01%	3035
2023 Q3	$202K	Sell	4,409 -208	-5%	-$9.8K	0.01%	1316
2023 Q2	$213K	Hold	4,617	–	–	0.01%	1272
2023 Q1	$202K	Buy	4,617 +4,308	+1,394%	+$198K	0.01%	1294
2022 Q4	$13.6K	Buy	+309	New	+$13.6K	﹤0.01%	2700
2022 Q2	–	Sell	-34,104	Closed	-$1.64M	–	1522
2022 Q1	$1.64M	Sell	34,104 -5,532	-14%	-$265K	0.05%	461
2021 Q4	$1.94M	Buy	+39,636	New	+$1.89M	0.06%	414

Other funds holding XMVM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

WMWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Services Network's XMVM Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026, closing a stake of 2,101 shares — an estimated $137K sold.

Advisory Services Network first reported a position in XMVM in Q4 2021 and held it in 9 quarters. The position peaked at $1.94M in Q4 2021. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Advisory Services Network reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,101 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $137K.
Advisory Services Network first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and held it in 9 quarters.
Advisory Services Network's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.94M in Q4 2021.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.