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Pacific Sun Financial’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Pacific Sun Financial’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
Q1 		$425K Buy
6,523
+170
+3% +$11.3K 0.21% 134
2025
Q4 		$408K Buy
+6,353
New +$393K 0.2% 137

Other funds holding XMVM

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Pacific Sun Financial's XMVM Position: Q1 2026 in Review

Pacific Sun Financial increased its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 2.7% in Q1 2026, buying an estimated $11.3K and bringing the position to 6,523 shares worth $425K. The position accounts for 0.21% of the portfolio, ranked #134.

Pacific Sun Financial first reported a position in XMVM in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold XMVM as of Q1 2026.

  • Pacific Sun Financial held 6,523 shares of Invesco S&P MidCap Value with Momentum ETF worth $425K as of Q1 2026.
  • Pacific Sun Financial bought 170 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2026, an estimated $11.3K.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.21% of Pacific Sun Financial's portfolio in Q1 2026, its #134 holding.
  • Pacific Sun Financial first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.