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
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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFG Advisory's XMVM Position: Q2 2025 in Review

IFG Advisory sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2025, closing a stake of 4,495 shares — an estimated $237K sold.

IFG Advisory first reported a position in XMVM in Q1 2022 and held it in 6 quarters. The position peaked at $451K in Q4 2022. 68 funds tracked by Wall St. Rank hold XMVM as of Q2 2025.

IFG Advisory reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
IFG Advisory sold 4,495 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2025, an estimated $237K.
IFG Advisory first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and held it in 6 quarters.
IFG Advisory's Invesco S&P MidCap Value with Momentum ETF position peaked at $451K in Q4 2022.
68 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2025.

Based on IFG Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.