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

Advisory Solutions Group’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 Q3	$1.91M	Buy	+27,352	New	+$2.01M	0.4%	70

Other funds holding XMVM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

Advisory Solutions Group's XMVM Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2026: 27,352 shares worth $1.91M. The stake represents 0.4% of the portfolio and ranks #70 among its holdings.

12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

Advisory Solutions Group held 27,352 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.91M as of Q3 2026.
Invesco S&P MidCap Value with Momentum ETF was a new Advisory Solutions Group position in Q3 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.4% of Advisory Solutions Group's portfolio in Q3 2026, its #70 holding.
12 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.