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

Anfield Capital 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
Q1 		$7.63M Buy
+117,148
New +$7.79M 2.1% 10

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Anfield Capital Management's XMVM Position: Q1 2026 in Review

Anfield Capital Management opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2026: 117,148 shares worth $7.63M. The stake represents 2.1% of the portfolio and ranks #10 among its holdings.

96 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Anfield Capital Management held 117,148 shares of Invesco S&P MidCap Value with Momentum ETF worth $7.63M as of Q1 2026.
  • Invesco S&P MidCap Value with Momentum ETF was a new Anfield Capital Management position in Q1 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up 2.1% of Anfield Capital Management's portfolio in Q1 2026, its #10 holding.
  • 96 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.