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Farther Finance Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Farther Finance Advisors’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
2024
Q3 		– Sell
-1,500
Closed -$76.8K – 4133
2024
Q2 		$76.8K Buy
+1,500
New +$78.3K ﹤0.01% 1239

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farther Finance Advisors's XMVM Position: Q3 2024 in Review

Farther Finance Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2024, closing a stake of 1,500 shares — an estimated $76.8K sold.

Farther Finance Advisors first reported a position in XMVM in Q2 2024 and held it in 1 quarter. The position peaked at $76.8K in Q2 2024. 63 funds tracked by Wall St. Rank hold XMVM as of Q3 2024.

  • Farther Finance Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 1,500 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2024, an estimated $76.8K.
  • Farther Finance Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $76.8K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.