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

Aspire Wealth 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
2024 Q3	$105K	Buy	1,894 +17	+0.9%	+$917	0.06%	121
2024 Q2	$96.9K	Sell	1,877 -10	-0.5%	-$522	0.06%	120
2024 Q1	$102K	Buy	1,887 +4	+0.2%	+$202	0.06%	120
2023 Q4	$94.8K	Buy	1,883 +5	+0.3%	+$231	0.06%	113
2023 Q3	$86.1K	Buy	1,878 +1	+0.1%	+$47	0.07%	110
2023 Q2	$86.6K	Buy	1,877 +7	+0.4%	+$302	0.07%	116
2023 Q1	$81.6K	Buy	1,870 +7	+0.4%	+$321	0.07%	117
2022 Q4	$82.1K	Buy	1,863 +1,410	+311%	+$62K	0.07%	113
2022 Q3	$18K	Hold	453	–	–	0.02%	134
2022 Q2	$18K	Sell	453 -45	-9%	-$1.98K	0.02%	138
2022 Q1	$24K	Sell	498 -160	-24%	-$7.68K	0.02%	134
2021 Q4	$32K	Buy	+658	New	+$31.3K	0.03%	138

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Wealth Management's XMVM Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.91% in Q3 2024, buying an estimated $917 and bringing the position to 1,894 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #121.

Aspire Wealth Management first reported a position in XMVM in Q4 2021 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold XMVM as of Q3 2024.

Aspire Wealth Management held 1,894 shares of Invesco S&P MidCap Value with Momentum ETF worth $105K as of Q3 2024.
Aspire Wealth Management bought 17 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2024, an estimated $917.
Invesco S&P MidCap Value with Momentum ETF made up 0.06% of Aspire Wealth Management's portfolio in Q3 2024, its #121 holding.
Aspire Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and has held it in 12 quarters since.
63 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.