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GPS Wealth Strategies Group’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-2,226
Closed -$137K – 1614
2025
Q3 		$137K Buy
2,226
+1,761
+379% +$104K 0.01% 416
2025
Q2 		$25.9K Hold
465
– – ﹤0.01% 792
2025
Q1 		$24.5K Buy
465
+365
+365% +$20.2K ﹤0.01% 780
2024
Q4 		$5.54K Hold
100
– – ﹤0.01% 1074
2024
Q3 		$5.54K Hold
100
– – ﹤0.01% 1081
2024
Q2 		$5.16K Hold
100
– – ﹤0.01% 1052
2024
Q1 		$5.43K Hold
100
– – ﹤0.01% 982
2023
Q4 		$5.03K Buy
+100
New +$4.61K ﹤0.01% 977

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $376B 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return