Catherine Avery Investment Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Catherine Avery Investment 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	$15.4K	Buy	+217	New	+$15K	0.01%	104

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

Catherine Avery Investment Management's XMVM Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 217 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #104 among its holdings.

102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Catherine Avery Investment Management held 217 shares of Invesco S&P MidCap Value with Momentum ETF worth $15.4K as of Q2 2026.
Invesco S&P MidCap Value with Momentum ETF was a new Catherine Avery Investment Management position in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #104 holding.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.