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

Level Financial 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
2022
Q1 		– Sell
-8
Closed – – 289
2021
Q4 		$0 Buy
+8
New +$381 ﹤0.01% 279

Other funds holding XMVM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Level Financial Advisors's XMVM Position: Q1 2022 in Review

Level Financial Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2022, closing a stake of 8 shares.

Level Financial Advisors first reported a position in XMVM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 66 funds tracked by Wall St. Rank hold XMVM as of Q1 2022.

  • Level Financial Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 8 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2022.
  • Level Financial Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $0 in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.