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 Q2	$1.96M	Buy	27,699 +10,638	+62%	+$733K	0.08%	256
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

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

Ausdal Financial Partners's XMVM Position: Q2 2026 in Review

Ausdal Financial Partners increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 62% in Q2 2026, buying an estimated $733K and bringing the position to 27,699 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #256.

Ausdal Financial Partners first reported a position in XMVM in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Ausdal Financial Partners held 27,699 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.96M as of Q2 2026.
Ausdal Financial Partners bought 10,638 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $733K.
Invesco S&P MidCap Value with Momentum ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q2 2026, its #256 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 7 quarters since.
101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.