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

Bright Futures 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
2024 Q4	–	Sell	-18,825	Closed	-$1.07M	–	244
2024 Q3	$1.07M	Sell	18,825 -219	-1%	-$11.8K	0.51%	59
2024 Q2	$1.01M	Sell	19,044 -1,170	-6%	-$61.1K	0.55%	48
2024 Q1	$1.03M	Buy	+20,214	New	+$1.02M	0.56%	50

Other funds holding XMVM

AWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bright Futures Wealth Management's XMVM Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2024, closing a stake of 18,825 shares — an estimated $1.07M sold.

Bright Futures Wealth Management first reported a position in XMVM in Q1 2024 and held it in 3 quarters. The position peaked at $1.07M in Q3 2024. 67 funds tracked by Wall St. Rank hold XMVM as of Q4 2024.

Bright Futures Wealth Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 18,825 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2024, an estimated $1.07M.
Bright Futures Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.07M in Q3 2024.
67 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.