IFP Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

IFP Advisors’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	$85.5K	Hold	1,205	–	–	﹤0.01%	2086
2026 Q1	$78.5K	Buy	1,205 +534	+80%	+$35.5K	﹤0.01%	1990
2025 Q4	$43.1K	Buy	+671	New	+$41.5K	﹤0.01%	2273
2023 Q1	–	Sell	-756	Closed	-$23K	–	4464
2022 Q4	$23K	Buy	+756	New	+$33.2K	﹤0.01%	2796
2019 Q1	–	Sell	-68	Closed	-$2K	–	3493
2018 Q4	$2K	Buy	+68	New	+$2.03K	﹤0.01%	3206

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

IFP Advisors's XMVM Position: Q2 2026 in Review

IFP Advisors held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 1,205 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

IFP Advisors first reported a position in XMVM in Q4 2018 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

IFP Advisors held 1,205 shares of Invesco S&P MidCap Value with Momentum ETF worth $85.5K as of Q2 2026.
IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #2086 holding.
IFP Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2018 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.