Ausdal Financial Partners’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Ausdal Financial Partners’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	$1.11M	Buy	17,061 +6,960	+69%	+$463K	0.05%	353
2025 Q4	$648K	Buy	10,101 +282	+3%	+$17.4K	0.03%	460
2025 Q3	$605K	Buy	9,819 +1,934	+25%	+$114K	0.03%	497
2025 Q2	$439K	Buy	7,885 +45	+0.6%	+$2.38K	0.03%	458
2025 Q1	$414K	Buy	7,840 +3,277	+72%	+$182K	0.03%	427
2024 Q4	$253K	Buy	+4,563	New	+$263K	0.02%	496

Other funds holding XMVM

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

AWM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WMWM

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Ausdal Financial Partners's XMVM Position: Q1 2026 in Review

Ausdal Financial Partners increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 69% in Q1 2026, buying an estimated $463K and bringing the position to 17,061 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #353.

Ausdal Financial Partners first reported a position in XMVM in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

Ausdal Financial Partners held 17,061 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.11M as of Q1 2026.
Ausdal Financial Partners bought 6,960 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $463K.
Invesco S&P MidCap Value with Momentum ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #353 holding.
Ausdal Financial Partners first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.