Key Client Fiduciary Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Key Client Fiduciary Advisors’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	$611K	Buy	8,620 +1,860	+28%	+$128K	0.18%	115
2026 Q1	$440K	Buy	+6,760	New	+$449K	0.15%	130

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

Key Client Fiduciary Advisors's XMVM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 28% in Q2 2026, buying an estimated $128K and bringing the position to 8,620 shares worth $611K. The position accounts for 0.18% of the portfolio, ranked #115.

Key Client Fiduciary Advisors first reported a position in XMVM in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Key Client Fiduciary Advisors held 8,620 shares of Invesco S&P MidCap Value with Momentum ETF worth $611K as of Q2 2026.
Key Client Fiduciary Advisors bought 1,860 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $128K.
Invesco S&P MidCap Value with Momentum ETF made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #115 holding.
Key Client Fiduciary Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.