American Portfolios Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$152K	Buy	3,937 +22	+0.6%	+$924	0.01%	1138
2022 Q2	$154K	Buy	3,915 +1,118	+40%	+$49.3K	0.01%	1172
2022 Q1	$135K	Buy	+2,797	New	+$134K	﹤0.01%	1361

Other funds holding XMVM

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RJFSA

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

American Portfolios Advisors's XMVM Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.56% in Q3 2022, buying an estimated $924 and bringing the position to 3,937 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #1138.

American Portfolios Advisors first reported a position in XMVM in Q1 2022 and has held it in 3 quarters since. The position peaked at $154K in Q2 2022. 56 funds tracked by Wall St. Rank hold XMVM as of Q3 2022.

American Portfolios Advisors held 3,937 shares of Invesco S&P MidCap Value with Momentum ETF worth $152K as of Q3 2022.
American Portfolios Advisors bought 22 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2022, an estimated $924.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1138 holding.
American Portfolios Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and has held it in 3 quarters since.
American Portfolios Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $154K in Q2 2022.
56 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.