Janney Montgomery Scott’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Janney Montgomery Scott’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	$374K	Buy	5,274 +488	+10%	+$33.6K	﹤0.01%	2584
2026 Q1	$312K	Buy	4,786 +90	+2%	+$5.98K	﹤0.01%	2353
2025 Q4	$301K	Buy	4,696 +891	+23%	+$55.1K	﹤0.01%	2552
2025 Q3	$234K	Buy	+3,805	New	+$224K	﹤0.01%	2642
2024 Q4	–	Sell	-3,725	Closed	-$206K	–	2869
2024 Q3	$206K	Buy	+3,725	New	+$201K	﹤0.01%	2498
2019 Q2	–	Sell	-6,770	Closed	-$213K	–	2116
2019 Q1	$213K	Buy	+6,770	New	+$206K	﹤0.01%	1836
2018 Q4	–	Sell	-6,907	Closed	-$216K	–	2069
2018 Q3	$216K	Sell	6,907 -386	-5%	-$12.2K	﹤0.01%	1886
2018 Q2	$226K	Buy	+7,293	New	+$225K	﹤0.01%	1800

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

Janney Montgomery Scott's XMVM Position: Q2 2026 in Review

Janney Montgomery Scott increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 10% in Q2 2026, buying an estimated $33.6K and bringing the position to 5,274 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Janney Montgomery Scott first reported a position in XMVM in Q2 2018 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Janney Montgomery Scott held 5,274 shares of Invesco S&P MidCap Value with Momentum ETF worth $374K as of Q2 2026.
Janney Montgomery Scott bought 488 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $33.6K.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2584 holding.
Janney Montgomery Scott first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2018 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.