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 Q3	$30.8M	Buy	442,037 +32,300	+8%	+$2.38M	0.81%	29
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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

Avior Wealth Management's XMVM Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 7.9% in Q3 2026, buying an estimated $2.38M and bringing the position to 442,037 shares worth $30.8M. The position accounts for 0.81% of the portfolio, ranked #29.

Avior Wealth Management first reported a position in XMVM in Q2 2024 and has held it in 10 quarters since. The position peaked at $34.2M in Q1 2026. 12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

Avior Wealth Management held 442,037 shares of Invesco S&P MidCap Value with Momentum ETF worth $30.8M as of Q3 2026.
Avior Wealth Management bought 32,300 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $2.38M.
Invesco S&P MidCap Value with Momentum ETF made up 0.81% of Avior Wealth Management's portfolio in Q3 2026, its #29 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 10 quarters since.
Avior Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $34.2M in Q1 2026.
12 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.