John Overdeck’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

John Overdeck’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	$730K	Buy	+10,300	New	+$710K	﹤0.01%	3868
2026 Q1	–	Sell	-5,700	Closed	-$366K	–	4966
2025 Q4	$366K	Buy	+5,700	New	+$352K	﹤0.01%	3484
2024 Q4	–	Sell	-4,900	Closed	-$272K	–	3522
2024 Q3	$272K	Buy	+4,900	New	+$264K	﹤0.01%	2711

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

John Overdeck's XMVM Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026: 10,300 shares worth $730K. The stake represents ﹤0.01% of the portfolio and ranks #3868 among its holdings. This is a return to the name: John Overdeck previously reported a position in XMVM as recently as Q4 2025.

John Overdeck first reported a position in XMVM in Q3 2024 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

John Overdeck held 10,300 shares of Invesco S&P MidCap Value with Momentum ETF worth $730K as of Q2 2026.
Invesco S&P MidCap Value with Momentum ETF was a new John Overdeck position in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3868 holding.
John Overdeck first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2024 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.