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Cornerstone Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Cornerstone Wealth 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 		$508K Buy
7,167
+150
+2% +$10.3K 0.02% 488
2026
Q1 		$457K Buy
7,017
+223
+3% +$14.8K 0.02% 471
2025
Q4 		$436K Sell
6,794
-219
-3% -$13.5K 0.02% 457
2025
Q3 		$432K Buy
7,013
+183
+3% +$10.8K 0.02% 449
2025
Q2 		$380K Sell
6,830
-1,358
-17% -$71.8K 0.02% 449
2025
Q1 		$432K Buy
8,188
+4
+0% +$222 0.03% 398
2024
Q4 		$454K Sell
8,184
-177
-2% -$10.2K 0.03% 375
2024
Q3 		$463K Sell
8,361
-392
-4% -$21.1K 0.03% 368
2024
Q2 		$452K Buy
8,753
+1
+0% +$52 0.03% 348
2024
Q1 		$475K Sell
8,752
-458
-5% -$23.1K 0.04% 339
2023
Q4 		$464K Buy
9,210
+2
+0% +$92 0.04% 331
2023
Q3 		$422K Buy
9,208
+2
+0% +$94 0.04% 339
2023
Q2 		$424K Buy
9,206
+3
+0% +$129 0.04% 333
2023
Q1 		$402K Buy
+9,203
New +$423K 0.04% 321
2022
Q3 		$447K Buy
11,553
+422
+4% +$17.7K 0.05% 280
2022
Q2 		$438K Buy
11,131
+106
+1% +$4.67K 0.05% 288
2022
Q1 		$531K Buy
11,025
+1,299
+13% +$62.3K 0.05% 267
2021
Q4 		$478K Buy
+9,726
New +$463K 0.05% 293

Other funds holding XMVM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Wealth Management's XMVM Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 2.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 7,167 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #488.

Cornerstone Wealth Management first reported a position in XMVM in Q4 2021 and has held it in 18 quarters since. The position peaked at $531K in Q1 2022. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Cornerstone Wealth Management held 7,167 shares of Invesco S&P MidCap Value with Momentum ETF worth $508K as of Q2 2026.
  • Cornerstone Wealth Management bought 150 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $10.3K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Cornerstone Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $531K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.