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 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

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

IFG Advisory's XMVM Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 747 shares worth $53K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XMVM as recently as Q1 2025.

IFG Advisory first reported a position in XMVM in Q1 2022 and has held it in 7 quarters since. The position peaked at $451K in Q4 2022. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

IFG Advisory held 747 shares of Invesco S&P MidCap Value with Momentum ETF worth $53K as of Q2 2026.
Invesco S&P MidCap Value with Momentum ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1314 holding.
IFG Advisory first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and has held it in 7 quarters since.
IFG Advisory's Invesco S&P MidCap Value with Momentum ETF position peaked at $451K in Q4 2022.
101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.