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

Golden State 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	$238K	Sell	3,361 -801	-19%	-$55.2K	0.02%	394
2026 Q1	$271K	Sell	4,162 -1,760	-30%	-$117K	0.03%	341
2025 Q4	$380K	Sell	5,922 -2,409	-29%	-$149K	0.04%	292
2025 Q3	$513K	Sell	8,331 -763	-8%	-$44.9K	0.06%	240
2025 Q2	$506K	Buy	9,094 +3,539	+64%	+$187K	0.06%	232
2025 Q1	$293K	Buy	+5,555	New	+$308K	0.04%	292

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

Golden State Wealth Management's XMVM Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 19% in Q2 2026, selling an estimated $55.2K and leaving 3,361 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #394.

Golden State Wealth Management first reported a position in XMVM in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q3 2025. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Golden State Wealth Management held 3,361 shares of Invesco S&P MidCap Value with Momentum ETF worth $238K as of Q2 2026.
Golden State Wealth Management sold 801 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $55.2K.
Invesco S&P MidCap Value with Momentum ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #394 holding.
Golden State Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Golden State Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $513K in Q3 2025.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

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