ORG Partners’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-499	Closed	-$27.7K	–	1615
2024 Q4	$27.7K	Buy	499 +1	+0.2%	+$58	﹤0.01%	673
2024 Q3	$27.6K	Hold	498	–	–	﹤0.01%	622
2024 Q2	$25.5K	Buy	+498	New	+$26K	﹤0.01%	1002
2024 Q1	–	Sell	-498	Closed	-$25.1K	–	1145
2023 Q4	$25.1K	Hold	498	–	–	﹤0.01%	644
2023 Q3	$22.8K	Hold	498	–	–	0.01%	667
2023 Q2	$23.1K	Buy	+498	New	+$21.5K	﹤0.01%	844

Other funds holding XMVM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's XMVM Position: Q1 2025 in Review

ORG Partners sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2025, closing a stake of 499 shares — an estimated $27.7K sold.

ORG Partners first reported a position in XMVM in Q2 2023 and held it in 6 quarters. The position peaked at $27.7K in Q4 2024. 65 funds tracked by Wall St. Rank hold XMVM as of Q1 2025.

ORG Partners reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 499 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2025, an estimated $27.7K.
ORG Partners first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's Invesco S&P MidCap Value with Momentum ETF position peaked at $27.7K in Q4 2024.
65 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.