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

Ameritas Advisory Services’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	$208K	Buy	+2,926	New	+$202K	﹤0.01%	1080
2025 Q4	–	Sell	-1,586	Closed	-$97.8K	–	2135
2025 Q3	$97.8K	Sell	1,586 -5,363	-77%	-$316K	0.01%	846
2025 Q2	$387K	Sell	6,949 -36,888	-84%	-$1.95M	0.02%	567
2025 Q1	$2.32M	Buy	43,837 +1,045	+2%	+$57.9K	0.09%	205
2024 Q4	$2.37M	Buy	42,792 +2,118	+5%	+$122K	0.08%	217
2024 Q3	$2.25M	Buy	40,674 +1,877	+5%	+$101K	0.1%	201
2024 Q2	$2M	Buy	38,797 +1,081	+3%	+$56.5K	0.08%	251
2024 Q1	$2.04M	Buy	+37,716	New	+$1.9M	0.08%	227
2023 Q2	–	Sell	-158	Closed	-$6.79K	–	2557
2023 Q1	$6.79K	Buy	+158	New	+$7.26K	﹤0.01%	2047

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMWM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameritas Advisory Services's XMVM Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 2,926 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in XMVM as recently as Q3 2025.

Ameritas Advisory Services first reported a position in XMVM in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.37M in Q4 2024. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Ameritas Advisory Services held 2,926 shares of Invesco S&P MidCap Value with Momentum ETF worth $208K as of Q2 2026.
Invesco S&P MidCap Value with Momentum ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1080 holding.
Ameritas Advisory Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2023 and has held it in 9 quarters since.
Ameritas Advisory Services's Invesco S&P MidCap Value with Momentum ETF position peaked at $2.37M in Q4 2024.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.