GC
XMVM icon

Guidance Capital’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Guidance Capital’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 		$506K Sell
6,847
-2,087
-23% -$144K 0.11% 167
2026
Q1 		$618K Sell
8,934
-30,155
-77% -$2M 0.14% 148
2025
Q4 		$2.61M Buy
39,089
+2,091
+6% +$129K 0.64% 27
2025
Q3 		$2.22M Buy
36,998
+2,367
+7% +$139K 0.58% 33
2025
Q2 		$1.91M Buy
34,631
+2,407
+7% +$127K 0.54% 34
2025
Q1 		$1.7M Buy
32,224
+5,087
+19% +$282K 0.52% 35
2024
Q4 		$1.55M Buy
27,137
+2,552
+10% +$147K 0.47% 40
2024
Q3 		$1.41M Buy
24,585
+3,388
+16% +$183K 0.44% 47
2024
Q2 		$1.2M Buy
21,197
+7,995
+61% +$418K 0.39% 49
2024
Q1 		$675K Buy
13,202
+6,951
+111% +$350K 0.25% 87
2023
Q4 		$314K Buy
+6,251
New +$288K 0.12% 137

Other funds holding XMVM

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Guidance Capital's XMVM Position: Q2 2026 in Review

Guidance Capital reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 23% in Q2 2026, selling an estimated $144K and leaving 6,847 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #167.

Guidance Capital first reported a position in XMVM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2025. 16 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • Guidance Capital held 6,847 shares of Invesco S&P MidCap Value with Momentum ETF worth $506K as of Q2 2026.
  • Guidance Capital sold 2,087 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $144K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.11% of Guidance Capital's portfolio in Q2 2026, its #167 holding.
  • Guidance Capital first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • Guidance Capital's Invesco S&P MidCap Value with Momentum ETF position peaked at $2.61M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.