AE Wealth Management
XMVM icon

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

AE 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
2026
Q2 		$113K Buy
+1,599
New +$110K ﹤0.01% 1878
2025
Q1 		– Sell
-58
Closed -$3.21K – 2292
2024
Q4 		$3.21K Buy
+58
New +$3.34K ﹤0.01% 1959

Other funds holding XMVM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's XMVM Position: Q2 2026 in Review

AE Wealth Management opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 1,599 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in XMVM as recently as Q4 2024.

AE Wealth Management first reported a position in XMVM in Q4 2024 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • AE Wealth Management held 1,599 shares of Invesco S&P MidCap Value with Momentum ETF worth $113K as of Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF was a new AE Wealth Management position in Q2 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1878 holding.
  • AE Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.