Cetera Investment Advisers
XMVM icon

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
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

LPL Financial
LPL Financial San Diego, California $376B 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 $8.06B 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 $431B 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