Cetera Investment Advisers’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Cetera Investment Advisers’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	$6.54M	Buy	92,254 +19,556	+27%	+$1.35M	0.01%	1424
2026 Q1	$4.73M	Buy	72,698 +7,935	+12%	+$527K	0.01%	1536
2025 Q4	$4.16M	Buy	64,763 +38,605	+148%	+$2.39M	﹤0.01%	1598
2025 Q3	$1.61M	Buy	26,158 +1,808	+7%	+$106K	﹤0.01%	2354
2025 Q2	$1.35M	Buy	24,350 +412	+2%	+$21.8K	﹤0.01%	2126
2025 Q1	$1.26M	Sell	23,938 -1,800	-7%	-$99.7K	﹤0.01%	2080
2024 Q4	$1.43M	Sell	25,738 -414	-2%	-$23.9K	﹤0.01%	1908
2024 Q3	$1.45M	Sell	26,152 -737	-3%	-$39.7K	﹤0.01%	1839
2024 Q2	$1.39M	Sell	26,889 -486	-2%	-$25.4K	﹤0.01%	1837
2024 Q1	$1.49M	Buy	+27,375	New	+$1.38M	﹤0.01%	1775

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers's XMVM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 27% in Q2 2026, buying an estimated $1.35M and bringing the position to 92,254 shares worth $6.54M. The position accounts for 0.01% of the portfolio, ranked #1424.

Cetera Investment Advisers first reported a position in XMVM in Q1 2024 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Cetera Investment Advisers held 92,254 shares of Invesco S&P MidCap Value with Momentum ETF worth $6.54M as of Q2 2026.
Cetera Investment Advisers bought 19,556 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $1.35M.
Invesco S&P MidCap Value with Momentum ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1424 holding.
Cetera Investment Advisers first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2024 and has held it in 10 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.