AAS
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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
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

LPL Financial
LPL Financial San Diego, California $376B 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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return