J.M. Arbour’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

J.M. Arbour’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	$571K	Buy	+8,776	New	+$583K	0.55%	63

Other funds holding XMVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

J.M. Arbour's XMVM Position: Q1 2026 in Review

J.M. Arbour opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2026: 8,776 shares worth $571K. The stake represents 0.55% of the portfolio and ranks #63 among its holdings.

95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

J.M. Arbour held 8,776 shares of Invesco S&P MidCap Value with Momentum ETF worth $571K as of Q1 2026.
Invesco S&P MidCap Value with Momentum ETF was a new J.M. Arbour position in Q1 2026.
Invesco S&P MidCap Value with Momentum ETF made up 0.55% of J.M. Arbour's portfolio in Q1 2026, its #63 holding.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.