IFG Advisory’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

IFG Advisory’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 Q3	$52.2K	Buy	748 +1	+0.1%	+$74	﹤0.01%	1295
2026 Q2	$53K	Buy	+747	New	+$51.5K	﹤0.01%	1314
2025 Q2	–	Sell	-4,495	Closed	-$237K	–	753
2025 Q1	$237K	Buy	+4,495	New	+$249K	0.01%	623
2023 Q2	–	Sell	-10,064	Closed	-$439K	–	512
2023 Q1	$439K	Sell	10,064 -178	-2%	-$8.17K	0.04%	342
2022 Q4	$451K	Sell	10,242 -17	-0.2%	-$747	0.04%	327
2022 Q3	$396K	Buy	10,259 +1,096	+12%	+$46.1K	0.04%	362
2022 Q2	$360K	Buy	9,163 +1,657	+22%	+$73K	0.04%	345
2022 Q1	$361K	Buy	+7,506	New	+$360K	0.04%	367

Other funds holding XMVM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Everest Financial Group Minneapolis, Minnesota $836M AUM 43.96% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

IFG Advisory's XMVM Position: Q3 2026 in Review

IFG Advisory increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.13% in Q3 2026, buying an estimated $74 and bringing the position to 748 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

IFG Advisory first reported a position in XMVM in Q1 2022 and has held it in 8 quarters since. The position peaked at $451K in Q4 2022. 54 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

IFG Advisory held 748 shares of Invesco S&P MidCap Value with Momentum ETF worth $52.2K as of Q3 2026.
IFG Advisory bought 1 Invesco S&P MidCap Value with Momentum ETF share in Q3 2026, an estimated $74.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1295 holding.
IFG Advisory first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and has held it in 8 quarters since.
IFG Advisory's Invesco S&P MidCap Value with Momentum ETF position peaked at $451K in Q4 2022.
54 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.