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Blue Trust Inc’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-25
Closed -$1.54K – 2747
2025
Q3 		$1.54K Buy
+25
New +$1.47K ﹤0.01% 2206

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Trust Inc's XMVM Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2025, closing a stake of 25 shares — an estimated $1.54K sold.

Blue Trust Inc first reported a position in XMVM in Q3 2025 and held it in 1 quarter. The position peaked at $1.54K in Q3 2025. 81 funds tracked by Wall St. Rank hold XMVM as of Q4 2025.

  • Blue Trust Inc reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 25 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2025, an estimated $1.54K.
  • Blue Trust Inc first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.54K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.