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International Assets Investment Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

International Assets Investment 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
Q2 		$84.6K Buy
1,193
+1
+0.1% +$69 0.01% 1146
2026
Q1 		$78.1K Buy
1,192
+1
+0.1% +$66 0.01% 1086
2025
Q4 		$76.4K Buy
+1,191
New +$73.7K 0.01% 1081
2024
Q3 		– Sell
-1,710
Closed -$88.3K – 2675
2024
Q2 		$88.3K Buy
+1,710
New +$89.3K 0.01% 982

Other funds holding XMVM

LPL Financial
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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

International Assets Investment Management's XMVM Position: Q2 2026 in Review

International Assets Investment Management increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 0.08% in Q2 2026, buying an estimated $69 and bringing the position to 1,193 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #1146.

International Assets Investment Management first reported a position in XMVM in Q2 2024 and has held it in 4 quarters since. The position peaked at $88.3K in Q2 2024. 72 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • International Assets Investment Management held 1,193 shares of Invesco S&P MidCap Value with Momentum ETF worth $84.6K as of Q2 2026.
  • International Assets Investment Management bought 1 Invesco S&P MidCap Value with Momentum ETF share in Q2 2026, an estimated $69.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1146 holding.
  • International Assets Investment Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $88.3K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.