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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.79M Buy
2025
Q4
$4.35M Buy
2025
Q3
$3.07M Sell
2025
Q2
$2.89M Buy
2025
Q1
$2.57M Buy
2024
Q4
$2.58M Buy
2024
Q3
$1.26M Buy
2024
Q2
$989K Buy
2024
Q1
$906K Buy
2023
Q4
$707K Buy