Cambridge Investment Research Advisors
XMVM icon

Cambridge Investment Research Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$2.43M Buy
37,293
+5,341
+17% +$355K 0.01% 1458
2025
Q4 		$2.05M Buy
31,952
+6,848
+27% +$423K 0.01% 1499
2025
Q3 		$1.55M Sell
25,104
-2,153
-8% -$127K ﹤0.01% 1710
2025
Q2 		$1.52M Sell
27,257
-1,036
-4% -$54.8K ﹤0.01% 1648
2025
Q1 		$1.49M Buy
28,293
+2,705
+11% +$150K 0.01% 1561
2024
Q4 		$1.42M Buy
25,588
+3,998
+19% +$230K ﹤0.01% 1606
2024
Q3 		$1.2M Sell
21,590
-241
-1% -$13K ﹤0.01% 1730
2024
Q2 		$1.13M Buy
21,831
+2,365
+12% +$124K ﹤0.01% 1681
2024
Q1 		$1.06M Sell
19,466
-395
-2% -$19.9K ﹤0.01% 1697
2023
Q4 		$1M Buy
19,861
+126
+0.6% +$5.81K ﹤0.01% 1662
2023
Q3 		$905K Sell
19,735
-1,196
-6% -$56.3K ﹤0.01% 1644
2023
Q2 		$965K Sell
20,931
-126
-0.6% -$5.43K ﹤0.01% 1635
2023
Q1 		$919K Sell
21,057
-4,208
-17% -$193K ﹤0.01% 1628
2022
Q4 		$1.11M Buy
25,265
+12,892
+104% +$567K 0.01% 1455
2022
Q3 		$478K Buy
12,373
+589
+5% +$24.7K ﹤0.01% 1973
2022
Q2 		$463K Buy
11,784
+84
+0.7% +$3.7K ﹤0.01% 2017
2022
Q1 		$564K Buy
11,700
+4,091
+54% +$196K ﹤0.01% 2009
2021
Q4 		$372K Buy
7,609
+78
+1% +$3.71K ﹤0.01% 2342
2021
Q3 		$336K Buy
7,531
+8
+0.1% +$364 ﹤0.01% 2371
2021
Q2 		$341K Buy
+7,523
New +$350K ﹤0.01% 2379

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Cambridge Investment Research Advisors's XMVM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 17% in Q1 2026, buying an estimated $355K and bringing the position to 37,293 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1458.

Cambridge Investment Research Advisors first reported a position in XMVM in Q2 2021 and has held it in 20 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Cambridge Investment Research Advisors held 37,293 shares of Invesco S&P MidCap Value with Momentum ETF worth $2.43M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 5,341 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $355K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1458 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2021 and has held it in 20 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.