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

Independent Financial Group’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 		$4.45M Sell
63,850
-357
-0.6% -$26.3K 0.08% 231
2026
Q2 		$4.55M Sell
64,207
-9,415
-13% -$649K 0.09% 228
2026
Q1 		$4.79M Buy
73,622
+5,878
+9% +$391K 0.11% 183
2025
Q4 		$4.35M Buy
67,744
+17,863
+36% +$1.1M 0.1% 195
2025
Q3 		$3.07M Sell
49,881
-2,087
-4% -$123K 0.07% 260
2025
Q2 		$2.89M Buy
51,968
+3,248
+7% +$172K 0.08% 247
2025
Q1 		$2.57M Buy
48,720
+2,083
+4% +$115K 0.09% 228
2024
Q4 		$2.58M Buy
46,637
+23,878
+105% +$1.38M 0.09% 231
2024
Q3 		$1.26M Buy
22,759
+3,608
+19% +$195K 0.05% 378
2024
Q2 		$989K Buy
19,151
+2,472
+15% +$129K 0.04% 412
2024
Q1 		$906K Buy
16,679
+2,635
+19% +$133K 0.04% 405
2023
Q4 		$707K Buy
+14,044
New +$647K 0.04% 460

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CAIM
Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

Independent Financial Group's XMVM Position: Q3 2026 in Review

Independent Financial Group reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.56% in Q3 2026, selling an estimated $26.3K and leaving 63,850 shares worth $4.45M. The position accounts for 0.08% of the portfolio, ranked #231.

Independent Financial Group first reported a position in XMVM in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.79M in Q1 2026. 12 funds tracked by Wall St. Rank hold XMVM as of Q3 2026.

  • Independent Financial Group held 63,850 shares of Invesco S&P MidCap Value with Momentum ETF worth $4.45M as of Q3 2026.
  • Independent Financial Group sold 357 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2026, an estimated $26.3K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.08% of Independent Financial Group's portfolio in Q3 2026, its #231 holding.
  • Independent Financial Group first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2023 and has held it in 12 quarters since.
  • Independent Financial Group's Invesco S&P MidCap Value with Momentum ETF position peaked at $4.79M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.