Jones Financial Companies
XMVM icon

Jones Financial Companies’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Jones Financial Companies’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 		$2.43M Buy
37,684
+21,242
+129% +$1.41M ﹤0.01% 1349
2025
Q4 		$1.05M Buy
16,442
+7,764
+89% +$480K ﹤0.01% 1205
2025
Q3 		$537K Buy
8,678
+4,067
+88% +$239K ﹤0.01% 1365
2025
Q2 		$256K Sell
4,611
-2,516
-35% -$133K ﹤0.01% 1553
2025
Q1 		$375K Buy
7,127
+1,368
+24% +$75.8K ﹤0.01% 1241
2024
Q4 		$319K Buy
5,759
+4,090
+245% +$236K ﹤0.01% 1164
2024
Q3 		$92.3K Buy
1,669
+1,485
+807% +$80.1K ﹤0.01% 1436
2024
Q2 		$9.5K Buy
+184
New +$9.61K ﹤0.01% 1775

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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 $8.06B AUM 24.97% 1-Year Est. Return
Raymond James Financial
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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