Kestra Advisory Services’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Kestra Advisory Services’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	$211K	Sell	2,972 -178	-6%	-$12.3K	﹤0.01%	3070
2026 Q1	$205K	Buy	3,150 +1,067	+51%	+$70.9K	﹤0.01%	2927
2025 Q4	$134K	Buy	+2,083	New	+$129K	﹤0.01%	3213

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kestra Advisory Services's XMVM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 5.7% in Q2 2026, selling an estimated $12.3K and leaving 2,972 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Kestra Advisory Services first reported a position in XMVM in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Kestra Advisory Services held 2,972 shares of Invesco S&P MidCap Value with Momentum ETF worth $211K as of Q2 2026.
Kestra Advisory Services sold 178 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $12.3K.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3070 holding.
Kestra Advisory Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2025 and has held it in 3 quarters since.
45 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.