Ameriprise
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Ameriprise’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Ameriprise’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 		$12.6M Buy
193,544
+14,223
+8% +$945K ﹤0.01% 1753
2025
Q4 		$11.5M Sell
179,321
-1,126
-0.6% -$69.6K ﹤0.01% 1800
2025
Q3 		$11.2M Sell
180,447
-3,887
-2% -$229K ﹤0.01% 1835
2025
Q2 		$9.79M Sell
184,334
-8,671
-4% -$458K ﹤0.01% 1841
2025
Q1 		$10.2M Buy
193,005
+12,982
+7% +$719K ﹤0.01% 1758
2024
Q4 		$9.98M Buy
180,023
+72,414
+67% +$4.17M ﹤0.01% 1809
2024
Q3 		$5.96M Buy
107,609
+28,489
+36% +$1.54M ﹤0.01% 2251
2024
Q2 		$4.1M Sell
79,120
-134,764
-63% -$7.04M ﹤0.01% 2454
2024
Q1 		$11.6M Buy
213,884
+19,683
+10% +$992K ﹤0.01% 1659
2023
Q4 		$9.76M Buy
194,201
+2,065
+1% +$95.2K ﹤0.01% 1798
2023
Q3 		$8.82M Buy
192,136
+4,990
+3% +$235K ﹤0.01% 1804
2023
Q2 		$8.63M Sell
187,146
-218,856
-54% -$9.43M ﹤0.01% 1903
2023
Q1 		$17.7M Sell
406,002
-20,925
-5% -$961K 0.01% 1344
2022
Q4 		$18.8M Sell
426,927
-174,058
-29% -$7.65M 0.01% 1266
2022
Q3 		$23.2M Buy
600,985
+9,442
+2% +$397K 0.01% 1092
2022
Q2 		$23.3M Buy
591,543
+7,786
+1% +$343K 0.01% 1119
2022
Q1 		$28.1M Buy
583,757
+112,481
+24% +$5.4M 0.01% 1108
2021
Q4 		$23M Buy
471,276
+142,123
+43% +$6.76M 0.01% 1304
2021
Q3 		$14.7M Buy
329,153
+7,372
+2% +$335K ﹤0.01% 1527
2021
Q2 		$14.5M Buy
321,781
+70,342
+28% +$3.27M ﹤0.01% 1608
2021
Q1 		$11.2M Buy
251,439
+208,938
+492% +$8.58M ﹤0.01% 1781
2020
Q4 		$1.55M Buy
42,501
+34,062
+404% +$1.13M ﹤0.01% 2896
2020
Q3 		$239K Buy
+8,439
New +$241K ﹤0.01% 3489
2020
Q1 		– Sell
-69,352
Closed -$2.45M – 3752
2019
Q4 		$2.45M Buy
69,352
+3,534
+5% +$120K ﹤0.01% 2629
2019
Q3 		$2.13M Buy
+65,818
New +$2.08M ﹤0.01% 2665

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's XMVM Position: Q1 2026 in Review

Ameriprise increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 7.9% in Q1 2026, buying an estimated $945K and bringing the position to 193,544 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Ameriprise first reported a position in XMVM in Q3 2019 and has held it in 25 quarters since. The position peaked at $28.1M in Q1 2022. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Ameriprise held 193,544 shares of Invesco S&P MidCap Value with Momentum ETF worth $12.6M as of Q1 2026.
  • Ameriprise bought 14,223 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $945K.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1753 holding.
  • Ameriprise first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2019 and has held it in 25 quarters since.
  • Ameriprise's Invesco S&P MidCap Value with Momentum ETF position peaked at $28.1M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.