MML Investors Services
XMVM icon

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

MML Investors 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 		$1.39M Buy
19,661
+6,388
+48% +$440K ﹤0.01% 1790
2026
Q1 		$864K Sell
13,273
-51,454
-79% -$3.42M ﹤0.01% 1875
2025
Q4 		$4.15M Buy
64,727
+6,174
+11% +$382K 0.01% 962
2025
Q3 		$3.61M Buy
58,553
+3,528
+6% +$208K 0.01% 994
2025
Q2 		$3.06M Buy
55,025
+41,976
+322% +$2.22M 0.01% 1032
2025
Q1 		$688K Buy
13,049
+807
+7% +$44.7K ﹤0.01% 1809
2024
Q4 		$678K Sell
12,242
-331
-3% -$19.1K ﹤0.01% 1747
2024
Q3 		$697K Sell
12,573
-776
-6% -$41.8K ﹤0.01% 1667
2024
Q2 		$689K Sell
13,349
-3,590
-21% -$187K ﹤0.01% 1599
2024
Q1 		$920K Buy
16,939
+861
+5% +$43.4K ﹤0.01% 1474
2023
Q4 		$809K Buy
16,078
+4,297
+36% +$198K ﹤0.01% 1481
2023
Q3 		$540K Buy
11,781
+177
+2% +$8.34K ﹤0.01% 1583
2023
Q2 		$535K Buy
11,604
+3,967
+52% +$171K ﹤0.01% 1599
2023
Q1 		$333K Buy
7,637
+444
+6% +$20.4K ﹤0.01% 1619
2022
Q4 		$317K Buy
7,193
+927
+15% +$40.7K ﹤0.01% 1740
2022
Q3 		$242K Sell
6,266
-131
-2% -$5.5K ﹤0.01% 1815
2022
Q2 		$252K Buy
6,397
+739
+13% +$32.6K ﹤0.01% 1778
2022
Q1 		$273K Buy
+5,658
New +$271K ﹤0.01% 1789

Other funds holding XMVM

LPL Financial
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
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Everest Financial Group Minneapolis, Minnesota $738M AUM
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services's XMVM Position: Q2 2026 in Review

MML Investors Services increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 48% in Q2 2026, buying an estimated $440K and bringing the position to 19,661 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

MML Investors Services first reported a position in XMVM in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.15M in Q4 2025. 55 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • MML Investors Services held 19,661 shares of Invesco S&P MidCap Value with Momentum ETF worth $1.39M as of Q2 2026.
  • MML Investors Services bought 6,388 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $440K.
  • Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1790 holding.
  • MML Investors Services first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and has held it in 18 quarters since.
  • MML Investors Services's Invesco S&P MidCap Value with Momentum ETF position peaked at $4.15M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.