LPL Financial’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.3M | Buy |
624,819
+13,218
| +2% | +$911K | 0.01% | 1073 |
|
|
2026
Q1 | $39.8M | Buy |
611,601
+48,856
| +9% | +$3.25M | 0.01% | 1038 |
|
|
2025
Q4 | $36.1M | Buy |
562,745
+18,141
| +3% | +$1.12M | 0.01% | 1042 |
|
|
2025
Q3 | $33.6M | Buy |
544,604
+98,744
| +22% | +$5.81M | 0.01% | 1045 |
|
|
2025
Q2 | $24.8M | Buy |
445,860
+18,526
| +4% | +$980K | 0.01% | 1118 |
|
|
2025
Q1 | $22.5M | Buy |
427,334
+13,538
| +3% | +$750K | 0.01% | 1081 |
|
|
2024
Q4 | $22.9M | Buy |
413,796
+14,870
| +4% | +$857K | 0.01% | 1007 |
|
|
2024
Q3 | $22.1M | Buy |
398,926
+11,798
| +3% | +$636K | 0.01% | 998 |
|
|
2024
Q2 | $20M | Sell |
387,128
-22,117
| -5% | -$1.16M | 0.01% | 977 |
|
|
2024
Q1 | $22.2M | Sell |
409,245
-3,973
| -1% | -$200K | 0.01% | 895 |
|
|
2023
Q4 | $20.8M | Buy |
413,218
+12,095
| +3% | +$558K | 0.01% | 863 |
|
|
2023
Q3 | $18.4M | Buy |
401,123
+2,465
| +0.6% | +$116K | 0.01% | 841 |
|
|
2023
Q2 | $18.4M | Buy |
398,658
+16,467
| +4% | +$709K | 0.01% | 834 |
|
|
2023
Q1 | $16.7M | Sell |
382,191
-43,579
| -10% | -$2M | 0.01% | 837 |
|
|
2022
Q4 | $18.8M | Buy |
425,770
+60,366
| +17% | +$2.65M | 0.02% | 737 |
|
|
2022
Q3 | $14.1M | Buy |
365,404
+6,105
| +2% | +$257K | 0.01% | 792 |
|
|
2022
Q2 | $14.1M | Sell |
359,299
-67,186
| -16% | -$2.96M | 0.01% | 788 |
|
|
2022
Q1 | $20.6M | Buy |
426,485
+28,019
| +7% | +$1.34M | 0.02% | 659 |
|
|
2021
Q4 | $19.5M | Buy |
398,466
+25,032
| +7% | +$1.19M | 0.02% | 681 |
|
|
2021
Q3 | $16.7M | Sell |
373,434
-1,940
| -0.5% | -$88.3K | 0.02% | 705 |
|
|
2021
Q2 | $17M | Buy |
375,374
+88,518
| +31% | +$4.12M | 0.02% | 650 |
|
|
2021
Q1 | $12.8M | Buy |
286,856
+177,090
| +161% | +$7.27M | 0.01% | 712 |
|
|
2020
Q4 | $4.01M | Buy |
109,766
+72,276
| +193% | +$2.4M | 0.01% | 1235 |
|
|
2020
Q3 | $1.06M | Sell |
37,490
-963
| -3% | -$27.5K | ﹤0.01% | 1907 |
|
|
2020
Q2 | $1.04M | Buy |
38,453
+3,059
| +9% | +$77.9K | ﹤0.01% | 1794 |
|
|
2020
Q1 | $803K | Buy |
35,394
+7,957
| +29% | +$247K | ﹤0.01% | 1765 |
|
|
2019
Q4 | $967K | Buy |
27,437
+14,027
| +105% | +$475K | ﹤0.01% | 1865 |
|
|
2019
Q3 | $434K | Buy |
13,410
+141
| +1% | +$4.46K | ﹤0.01% | 2373 |
|
|
2019
Q2 | $436K | Sell |
13,269
-763
| -5% | -$24.4K | ﹤0.01% | 2373 |
|
|
2019
Q1 | $442K | Sell |
14,032
-127
| -0.9% | -$3.87K | ﹤0.01% | 2325 |
|
|
2018
Q4 | $390K | Sell |
14,159
-1,931
| -12% | -$57.7K | ﹤0.01% | 2249 |
|
|
2018
Q3 | $503K | Buy |
16,090
+369
| +2% | +$11.7K | ﹤0.01% | 2226 |
|
|
2018
Q2 | $488K | Buy |
+15,721
| New | +$485K | ﹤0.01% | 2213 |
|
Other funds holding XMVM
AWM
FIA
WMWM
LPL Financial's XMVM Position: Q2 2026 in Review
LPL Financial increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 2.2% in Q2 2026, buying an estimated $911K and bringing the position to 624,819 shares worth $44.3M. The position accounts for 0.01% of the portfolio, ranked #1073.
LPL Financial first reported a position in XMVM in Q2 2018 and has held it in 33 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.
- LPL Financial held 624,819 shares of Invesco S&P MidCap Value with Momentum ETF worth $44.3M as of Q2 2026.
- LPL Financial bought 13,218 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $911K.
- Invesco S&P MidCap Value with Momentum ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1073 holding.
- LPL Financial first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2018 and has held it in 33 quarters since.
- 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.