EH
XMVM icon

Equitable Holdings’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Equitable Holdings’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 		$4.2M Buy
59,209
+11,912
+25% +$821K 0.03% 505
2026
Q1 		$3.03M Buy
47,297
+25,979
+122% +$1.73M 0.02% 594
2025
Q4 		$1.37M Buy
21,318
+13,620
+177% +$842K 0.01% 762
2025
Q3 		$474K Buy
7,698
+1,326
+21% +$78K ﹤0.01% 1096
2025
Q2 		$354K Sell
6,372
-56
-0.9% -$2.96K ﹤0.01% 1129
2025
Q1 		$339K Sell
6,428
-2,202
-26% -$122K ﹤0.01% 1050
2024
Q4 		$478K Buy
8,630
+329
+4% +$19K ﹤0.01% 881
2024
Q3 		$460K Sell
8,301
-585
-7% -$31.5K ﹤0.01% 900
2024
Q2 		$459K Buy
8,886
+967
+12% +$50.5K ﹤0.01% 861
2024
Q1 		$430K Sell
7,919
-984
-11% -$49.6K ﹤0.01% 852
2023
Q4 		$448K Sell
8,903
-3,337
-27% -$154K 0.01% 807
2023
Q3 		$561K Sell
12,240
-4,735
-28% -$223K 0.01% 679
2023
Q2 		$783K Sell
16,975
-4,605
-21% -$198K 0.01% 582
2023
Q1 		$942K Sell
21,580
-1,690
-7% -$77.6K 0.02% 481
2022
Q4 		$1.02M Sell
23,270
-5,436
-19% -$239K 0.02% 438
2022
Q3 		$1.11M Sell
28,706
-4,396
-13% -$185K 0.02% 386
2022
Q2 		$1.3M Sell
33,102
-186
-0.6% -$8.2K 0.02% 342
2022
Q1 		$1.6M Buy
33,288
+12,041
+57% +$578K 0.03% 320
2021
Q4 		$1.04M Buy
21,247
+2,040
+11% +$97.1K 0.02% 389
2021
Q3 		$858K Sell
19,207
-2,226
-10% -$101K 0.01% 412
2021
Q2 		$972K Buy
21,433
+9,751
+83% +$453K 0.02% 377
2021
Q1 		$522K Buy
+11,682
New +$479K 0.01% 500

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

Equitable Holdings's XMVM Position: Q2 2026 in Review

Equitable Holdings increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 25% in Q2 2026, buying an estimated $821K and bringing the position to 59,209 shares worth $4.2M. The position accounts for 0.03% of the portfolio, ranked #505.

Equitable Holdings first reported a position in XMVM in Q1 2021 and has held it in 22 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Equitable Holdings held 59,209 shares of Invesco S&P MidCap Value with Momentum ETF worth $4.2M as of Q2 2026.
  • Equitable Holdings bought 11,912 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $821K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #505 holding.
  • Equitable Holdings first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and has held it in 22 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.