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

LWM 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
2023 Q1	–	Sell	-4,648	Closed	-$205K	–	88
2022 Q4	$205K	Buy	+4,648	New	+$204K	0.23%	78
2022 Q3	–	Sell	-18,173	Closed	-$715K	–	123
2022 Q2	$715K	Sell	18,173 -12,593	-41%	-$555K	0.86%	27
2022 Q1	$1.48M	Buy	30,766 +6,107	+25%	+$293K	1.84%	8
2021 Q4	$1.21M	Buy	+24,659	New	+$1.17M	1.49%	13

Other funds holding XMVM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LWM Advisory Services's XMVM Position: Q1 2023 in Review

LWM Advisory Services sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2023, closing a stake of 4,648 shares — an estimated $205K sold.

LWM Advisory Services first reported a position in XMVM in Q4 2021 and held it in 4 quarters. The position peaked at $1.48M in Q1 2022. 59 funds tracked by Wall St. Rank hold XMVM as of Q1 2023.

LWM Advisory Services reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
LWM Advisory Services sold 4,648 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2023, an estimated $205K.
LWM Advisory Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.48M in Q1 2022.
59 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2023.

Based on LWM Advisory Services's 13F filing for Q1 2023, filed 3 May 2023.