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 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

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

AWM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WMWM

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Advisory Services Network's XMVM Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2026: 2,101 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in XMVM as recently as Q3 2025.

Advisory Services Network first reported a position in XMVM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.94M in Q4 2021. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

Advisory Services Network held 2,101 shares of Invesco S&P MidCap Value with Momentum ETF worth $137K as of Q1 2026.
Invesco S&P MidCap Value with Momentum ETF was a new Advisory Services Network position in Q1 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2025 holding.
Advisory Services Network first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and has held it in 9 quarters since.
Advisory Services Network's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.94M in Q4 2021.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.