Financial Advocates Investment Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-4,734	Closed	-$263K	–	616
2025 Q2	$263K	Sell	4,734 -5,801	-55%	-$307K	0.02%	529
2025 Q1	$556K	Buy	10,535 +341	+3%	+$18.9K	0.04%	402
2024 Q4	$565K	Sell	10,194 -1,111	-10%	-$64K	0.03%	418
2024 Q3	$627K	Buy	11,305 +639	+6%	+$34.5K	0.04%	402
2024 Q2	$551K	Buy	10,666 +6,371	+148%	+$333K	0.03%	412
2024 Q1	$233K	Sell	4,295 -342	-7%	-$17.2K	0.01%	679
2023 Q4	$233K	Buy	4,637 +75	+2%	+$3.46K	0.02%	648
2023 Q3	$209K	Buy	4,562 +188	+4%	+$8.86K	0.02%	646
2023 Q2	$202K	Buy	+4,374	New	+$188K	0.01%	648

Other funds holding XMVM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's XMVM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2025, closing a stake of 4,734 shares — an estimated $263K sold.

Financial Advocates Investment Management first reported a position in XMVM in Q2 2023 and held it in 9 quarters. The position peaked at $627K in Q3 2024. 67 funds tracked by Wall St. Rank hold XMVM as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 4,734 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2025, an estimated $263K.
Financial Advocates Investment Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2023 and held it in 9 quarters.
Financial Advocates Investment Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $627K in Q3 2024.
67 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.