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

ORG Wealth 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
2026 Q2	$35.4K	Hold	498	–	–	0.01%	380
2026 Q1	$32.5K	Hold	498	–	–	0.01%	366
2025 Q4	$32K	Hold	498	–	–	0.01%	351
2025 Q3	$30.8K	Hold	498	–	–	0.01%	350
2025 Q2	$28.3K	Hold	498	–	–	0.01%	373
2025 Q1	$26.5K	Buy	+498	New	+$27.6K	0.01%	405

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

ORG Wealth Partners's XMVM Position: Q2 2026 in Review

ORG Wealth Partners held its Invesco S&P MidCap Value with Momentum ETF (XMVM) position steady in Q2 2026 at 498 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #380.

ORG Wealth Partners first reported a position in XMVM in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

ORG Wealth Partners held 498 shares of Invesco S&P MidCap Value with Momentum ETF worth $35.4K as of Q2 2026.
ORG Wealth Partners 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 ORG Wealth Partners's portfolio in Q2 2026, its #380 holding.
ORG Wealth Partners first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2025 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.