MWM
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MOR Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

MOR Wealth Management’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
Q1 		– Sell
-3,513
Closed -$225K – 113
2025
Q4 		$225K Buy
+3,513
New +$217K 0.1% 96

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

MOR Wealth Management's XMVM Position: Q1 2026 in Review

MOR Wealth Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2026, closing a stake of 3,513 shares — an estimated $225K sold.

MOR Wealth Management first reported a position in XMVM in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • MOR Wealth Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • MOR Wealth Management sold 3,513 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $225K.
  • MOR Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2025 and held it in 1 quarter.
  • MOR Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $225K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.