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Old Mission Capital’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Old Mission Capital’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
2024
Q4 		– Sell
-4,850
Closed -$269K – 1227
2024
Q3 		$269K Buy
+4,850
New +$262K ﹤0.01% 1005

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Old Mission Capital's XMVM Position: Q4 2024 in Review

Old Mission Capital sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2024, closing a stake of 4,850 shares — an estimated $269K sold.

Old Mission Capital first reported a position in XMVM in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 67 funds tracked by Wall St. Rank hold XMVM as of Q4 2024.

  • Old Mission Capital reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 4,850 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2024, an estimated $269K.
  • Old Mission Capital first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Old Mission Capital's Invesco S&P MidCap Value with Momentum ETF position peaked at $269K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.