Founders Financial Alliance’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Founders Financial Alliance’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	$71	Hold	1	–	–	﹤0.01%	779
2026 Q1	$65	Hold	1	–	–	﹤0.01%	735
2025 Q4	$64	Hold	1	–	–	﹤0.01%	607
2025 Q3	$62	Hold	1	–	–	﹤0.01%	713
2025 Q2	$56	Hold	1	–	–	﹤0.01%	544
2025 Q1	$53	Hold	1	–	–	﹤0.01%	615
2024 Q4	$55	Hold	1	–	–	﹤0.01%	576
2024 Q3	$55	Hold	1	–	–	﹤0.01%	588
2024 Q2	$52	Hold	1	–	–	﹤0.01%	560
2024 Q1	$54	Hold	1	–	–	﹤0.01%	557
2023 Q4	$50	Hold	1	–	–	﹤0.01%	491
2023 Q3	$46	Hold	1	–	–	﹤0.01%	475
2023 Q2	$46	Hold	1	–	–	﹤0.01%	508
2023 Q1	$44	Hold	1	–	–	﹤0.01%	456
2022 Q4	$44	Hold	1	–	–	﹤0.01%	478
2022 Q3	$0	Hold	1	–	–	﹤0.01%	556
2022 Q2	$0	Hold	1	–	–	﹤0.01%	548
2022 Q1	$0	Sell	1 -7,970	-100%	-$382K	﹤0.01%	485
2021 Q4	$389K	Buy	7,971 +1	+0%	+$48	0.16%	148
2021 Q3	$356K	Sell	7,970 -446	-5%	-$20.3K	0.17%	139
2021 Q2	$380K	Buy	8,416 +1	+0%	+$46	0.17%	135
2021 Q1	$396K	Buy	+8,415	New	+$345K	0.2%	119

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Founders Financial Alliance's XMVM Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Founders Financial Alliance first reported a position in XMVM in Q1 2021 and has held it in 22 quarters since. The position peaked at $396K in Q1 2021. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Founders Financial Alliance held 1 share of Invesco S&P MidCap Value with Momentum ETF worth $71 as of Q2 2026.
Founders Financial Alliance left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #779 holding.
Founders Financial Alliance first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and has held it in 22 quarters since.
Founders Financial Alliance's Invesco S&P MidCap Value with Momentum ETF position peaked at $396K in Q1 2021.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.