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

National Wealth Management Group’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 		$662K Sell
9,332
-184
-2% -$12.7K 0.2% 95
2026
Q1 		$620K Buy
+9,516
New +$633K 0.23% 94

Other funds holding XMVM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

National Wealth Management Group's XMVM Position: Q2 2026 in Review

National Wealth Management Group reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 1.9% in Q2 2026, selling an estimated $12.7K and leaving 9,332 shares worth $662K. The position accounts for 0.2% of the portfolio, ranked #95.

National Wealth Management Group first reported a position in XMVM in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

  • National Wealth Management Group held 9,332 shares of Invesco S&P MidCap Value with Momentum ETF worth $662K as of Q2 2026.
  • National Wealth Management Group sold 184 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $12.7K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.2% of National Wealth Management Group's portfolio in Q2 2026, its #95 holding.
  • National Wealth Management Group first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.