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 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

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

Independent Financial Group's XMVM Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 13% in Q2 2026, selling an estimated $649K and leaving 64,207 shares worth $4.55M. The position accounts for 0.09% of the portfolio, ranked #228.

Independent Financial Group first reported a position in XMVM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.79M in Q1 2026. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Independent Financial Group held 64,207 shares of Invesco S&P MidCap Value with Momentum ETF worth $4.55M as of Q2 2026.
Independent Financial Group sold 9,415 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $649K.
Invesco S&P MidCap Value with Momentum ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #228 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 11 quarters since.
Independent Financial Group's Invesco S&P MidCap Value with Momentum ETF position peaked at $4.79M in Q1 2026.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.