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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
Q3 		$15.1K Hold
217
– – 0.01% 107
2026
Q2 		$15.4K Buy
+217
New +$15K 0.01% 104

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
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

Catherine Avery Investment Management's XMVM Position: Q3 2026 in Review

Catherine Avery Investment Management held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q3 2026 at 217 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #107.

Catherine Avery Investment Management first reported a position in XMVM in Q2 2026 and has held it in 2 quarters since. The position peaked at $15.4K in Q2 2026. 12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

  • Catherine Avery Investment Management held 217 shares of Invesco S&P MidCap Value with Momentum ETF worth $15.1K as of Q3 2026.
  • Catherine Avery Investment Management left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q3 2026.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #107 holding.
  • Catherine Avery Investment Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • Catherine Avery Investment Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $15.4K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.