NewEdge Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

NewEdge Advisors’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	$22.4K	Hold	316	–	–	﹤0.01%	3327
2026 Q1	$20.6K	Hold	316	–	–	﹤0.01%	3188
2025 Q4	$20.3K	Hold	316	–	–	﹤0.01%	3255
2025 Q3	$19.5K	Hold	316	–	–	﹤0.01%	3132
2025 Q2	$17.6K	Hold	316	–	–	﹤0.01%	2999
2025 Q1	$16.7K	Hold	316	–	–	﹤0.01%	2925
2024 Q4	$17.5K	Hold	316	–	–	﹤0.01%	2843
2024 Q3	$17.5K	Hold	316	–	–	﹤0.01%	2752
2024 Q2	$16.3K	Hold	316	–	–	﹤0.01%	2691
2024 Q1	$17.2K	Hold	316	–	–	﹤0.01%	2679
2023 Q4	$15.9K	Sell	316 -60	-16%	-$2.77K	﹤0.01%	2670
2023 Q3	$17.2K	Hold	376	–	–	﹤0.01%	2416
2023 Q2	$17.3K	Hold	376	–	–	﹤0.01%	2420
2023 Q1	$16.4K	Hold	376	–	–	﹤0.01%	2403
2022 Q4	$17	Buy	+376	New	+$16.5K	﹤0.01%	3631

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's XMVM Position: Q2 2026 in Review

NewEdge Advisors held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 316 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

NewEdge Advisors first reported a position in XMVM in Q4 2022 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

NewEdge Advisors held 316 shares of Invesco S&P MidCap Value with Momentum ETF worth $22.4K as of Q2 2026.
NewEdge Advisors left its Invesco S&P MidCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Value with Momentum ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3327 holding.
NewEdge Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2022 and has held it in 15 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.