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 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Janney Montgomery Scott's XMVM Position: Q1 2026 in Review

Janney Montgomery Scott increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 1.9% in Q1 2026, buying an estimated $5.98K and bringing the position to 4,786 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Janney Montgomery Scott first reported a position in XMVM in Q2 2018 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

Janney Montgomery Scott held 4,786 shares of Invesco S&P MidCap Value with Momentum ETF worth $312K as of Q1 2026.
Janney Montgomery Scott bought 90 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $5.98K.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2353 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 7 quarters since.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.