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

Armbruster 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 Q2	$620K	Hold	8,749	–	–	0.09%	77
2026 Q1	$570K	Hold	8,749	–	–	0.09%	81
2025 Q4	$561K	Hold	8,749	–	–	0.09%	80
2025 Q3	$539K	Hold	8,749	–	–	0.09%	83
2025 Q2	$487K	Hold	8,749	–	–	0.09%	86
2025 Q1	$461K	Hold	8,749	–	–	0.09%	87
2024 Q4	$485K	Hold	8,749	–	–	0.1%	87
2024 Q3	$485K	Hold	8,749	–	–	0.1%	90
2024 Q2	$452K	Hold	8,749	–	–	0.09%	84
2024 Q1	$475K	Hold	8,749	–	–	0.1%	76
2023 Q4	$440K	Hold	8,749	–	–	0.1%	77
2023 Q3	$401K	Hold	8,749	–	–	0.1%	78
2023 Q2	$403K	Hold	8,749	–	–	0.1%	82
2023 Q1	$382K	Hold	8,749	–	–	0.1%	81
2022 Q4	$385K	Hold	8,749	–	–	0.1%	77
2022 Q3	$338K	Hold	8,749	–	–	0.1%	85
2022 Q2	$344K	Hold	8,749	–	–	0.09%	87
2022 Q1	$422K	Hold	8,749	–	–	0.1%	89
2021 Q4	$427K	Hold	8,749	–	–	0.1%	88
2021 Q3	$391K	Hold	8,749	–	–	0.11%	66
2021 Q2	$397K	Hold	8,749	–	–	0.11%	68
2021 Q1	$391K	Hold	8,749	–	–	0.12%	66
2020 Q4	$320K	Hold	8,749	–	–	0.11%	69
2020 Q3	$248K	Hold	8,749	–	–	0.1%	75
2020 Q2	$236K	Buy	+8,749	New	+$223K	0.09%	74

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

Armbruster Capital Management's XMVM Position: Q2 2026 in Review

Armbruster Capital Management held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 8,749 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #77.

Armbruster Capital Management first reported a position in XMVM in Q2 2020 and has held it in 25 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Armbruster Capital Management held 8,749 shares of Invesco S&P MidCap Value with Momentum ETF worth $620K as of Q2 2026.
Armbruster Capital Management left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.09% of Armbruster Capital Management's portfolio in Q2 2026, its #77 holding.
Armbruster Capital Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2020 and has held it in 25 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.