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

Avior 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
2026 Q2	$29.1M	Sell	409,737 -115,974	-22%	-$7.99M	0.76%	34
2026 Q1	$34.2M	Buy	525,711 +17,795	+4%	+$1.18M	0.97%	21
2025 Q4	$32.6M	Sell	507,916 -7,648	-1%	-$473K	1.02%	23
2025 Q3	$31.8M	Sell	515,564 -5,531	-1%	-$325K	1.02%	22
2025 Q2	$29M	Buy	521,095 +12,817	+3%	+$678K	1%	24
2025 Q1	$26.8M	Sell	508,278 -13,055	-3%	-$723K	1.02%	21
2024 Q4	$28.9M	Buy	521,333 +23,494	+5%	+$1.35M	1.06%	22
2024 Q3	$27.6M	Buy	497,839 +165,811	+50%	+$8.94M	1.1%	20
2024 Q2	$17.1M	Buy	+332,028	New	+$17.3M	0.74%	37

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avior Wealth Management's XMVM Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 22% in Q2 2026, selling an estimated $7.99M and leaving 409,737 shares worth $29.1M. The position accounts for 0.76% of the portfolio, ranked #34.

Avior Wealth Management first reported a position in XMVM in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.2M in Q1 2026. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Avior Wealth Management held 409,737 shares of Invesco S&P MidCap Value with Momentum ETF worth $29.1M as of Q2 2026.
Avior Wealth Management sold 115,974 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $7.99M.
Invesco S&P MidCap Value with Momentum ETF made up 0.76% of Avior Wealth Management's portfolio in Q2 2026, its #34 holding.
Avior Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Avior Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $34.2M in Q1 2026.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.