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Institute for Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Institute for Wealth Management’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
Q1 		$611K Buy
9,383
+3
+0% +$199 0.07% 276
2025
Q4 		$602K Sell
9,380
-498
-5% -$30.8K 0.06% 270
2025
Q3 		$609K Buy
9,878
+2
+0% +$118 0.06% 283
2025
Q2 		$549K Sell
9,876
-278
-3% -$14.7K 0.06% 295
2025
Q1 		$536K Buy
10,154
+3
+0% +$166 0.07% 283
2024
Q4 		$563K Buy
10,151
+2
+0% +$115 0.07% 267
2024
Q3 		$563K Buy
10,149
+2
+0% +$108 0.07% 272
2024
Q2 		$524K Buy
10,147
+1
+0% +$52 0.07% 269
2024
Q1 		$551K Buy
10,146
+1
+0% +$50 0.07% 273
2023
Q4 		$511K Hold
10,145
– – 0.08% 264
2023
Q3 		$465K Hold
10,145
– – 0.08% 275
2023
Q2 		$468K Hold
10,145
– – 0.08% 275
2023
Q1 		$443K Hold
10,145
– – 0.08% 280
2022
Q4 		$447K Hold
10,145
– – 0.09% 278
2022
Q3 		$392K Hold
10,145
– – 0.09% 283
2022
Q2 		$399K Hold
10,145
– – 0.08% 329
2022
Q1 		$489K Sell
10,145
-62
-0.6% -$2.98K 0.08% 296
2021
Q4 		$499K Hold
10,207
– – 0.08% 283
2021
Q3 		$456K Hold
10,207
– – 0.08% 292
2021
Q2 		$463K Sell
10,207
-87
-0.8% -$4.04K 0.08% 293
2021
Q1 		$460K Hold
10,294
– – 0.09% 283
2020
Q4 		$377K Hold
10,294
– – 0.07% 310
2020
Q3 		$292K Hold
10,294
– – 0.07% 320
2020
Q2 		$277K Hold
10,294
– – 0.07% 336
2020
Q1 		$233K Sell
10,294
-1,060
-9% -$32.9K 0.07% 339
2019
Q4 		$400K Hold
11,354
– – 0.09% 292
2019
Q3 		$368K Hold
11,354
– – 0.09% 288
2019
Q2 		$373K Hold
11,354
– – 0.08% 307
2019
Q1 		$358K Hold
11,354
– – 0.08% 299
2018
Q4 		$313K Buy
+11,354
New +$339K 0.13% 193

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Institute for Wealth Management's XMVM Position: Q1 2026 in Review

Institute for Wealth Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.03% in Q1 2026, buying an estimated $199 and bringing the position to 9,383 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #276.

Institute for Wealth Management first reported a position in XMVM in Q4 2018 and has held it in 30 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Institute for Wealth Management held 9,383 shares of Invesco S&P MidCap Value with Momentum ETF worth $611K as of Q1 2026.
  • Institute for Wealth Management bought 3 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $199.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.07% of Institute for Wealth Management's portfolio in Q1 2026, its #276 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2018 and has held it in 30 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.