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

Parcion Private Wealth’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
Q3 		– Sell
-4,046
Closed -$225K – 375
2025
Q2 		$225K Hold
4,046
– – 0.02% 275
2025
Q1 		$213K Hold
4,046
– – 0.02% 266
2024
Q4 		$224K Buy
+4,046
New +$233K 0.02% 229

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Parcion Private Wealth's XMVM Position: Q3 2025 in Review

Parcion Private Wealth sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2025, closing a stake of 4,046 shares — an estimated $225K sold.

Parcion Private Wealth first reported a position in XMVM in Q4 2024 and held it in 3 quarters. The position peaked at $225K in Q2 2025. 67 funds tracked by Wall St. Rank hold XMVM as of Q3 2025.

  • Parcion Private Wealth reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Parcion Private Wealth sold 4,046 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2025, an estimated $225K.
  • Parcion Private Wealth first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Parcion Private Wealth's Invesco S&P MidCap Value with Momentum ETF position peaked at $225K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2025.

Based on Parcion Private Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.