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	–	1613
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Minneapolis, Minnesota $495B AUM 43.24% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GPS Wealth Strategies Group's XMVM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2025, closing a stake of 2,226 shares — an estimated $137K sold.

GPS Wealth Strategies Group first reported a position in XMVM in Q4 2023 and held it in 8 quarters. The position peaked at $137K in Q3 2025. 81 funds tracked by Wall St. Rank hold XMVM as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,226 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2025, an estimated $137K.
GPS Wealth Strategies Group first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2023 and held it in 8 quarters.
GPS Wealth Strategies Group's Invesco S&P MidCap Value with Momentum ETF position peaked at $137K in Q3 2025.
81 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.