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

Hantz Financial Services’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	$24K	Hold	337	–	–	﹤0.01%	1899
2026 Q1	$22K	Hold	337	–	–	﹤0.01%	1849
2025 Q4	$22K	Hold	337	–	–	﹤0.01%	1755
2025 Q3	$21K	Hold	337	–	–	﹤0.01%	1556
2025 Q2	$19K	Buy	+337	New	+$17.8K	﹤0.01%	1301

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

Hantz Financial Services's XMVM Position: Q2 2026 in Review

Hantz Financial Services held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 337 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Hantz Financial Services first reported a position in XMVM in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Hantz Financial Services held 337 shares of Invesco S&P MidCap Value with Momentum ETF worth $24K as of Q2 2026.
Hantz Financial Services 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 Hantz Financial Services's portfolio in Q2 2026, its #1899 holding.
Hantz Financial Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.